KI
NEWR

Kula Investments’s New Relic, Inc. NEWR Stock Holding History

Kula Investments’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$455K Buy
+6,039
New +$408K 0.11% 338

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Kula Investments's NEWR Position: Q1 2023 in Review

Kula Investments opened a new position in New Relic, Inc. (NEWR) in Q1 2023: 6,039 shares worth $455K. The stake represents 0.11% of the portfolio and ranks #338 among its holdings.

276 funds tracked by Wall St. Rank hold NEWR as of Q1 2023.

  • Kula Investments held 6,039 shares of New Relic, Inc. worth $455K as of Q1 2023.
  • New Relic, Inc. was a new Kula Investments position in Q1 2023.
  • New Relic, Inc. made up 0.11% of Kula Investments's portfolio in Q1 2023, its #338 holding.
  • 276 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.