MassMutual Private Wealth & Trust’s New Relic, Inc. NEWR Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-20	Closed	-$1.51K	–	2032
2023 Q1	$1.51K	Buy	+20	New	+$1.35K	﹤0.01%	1493
2022 Q1	–	Sell	-6	Closed	-$1K	–	1673
2021 Q4	$1K	Buy	+6	New	+$579	﹤0.01%	1356
2018 Q1	–	Sell	-46	Closed	-$2.66K	–	1095
2017 Q4	$2.66K	Buy	+46	New	+$2.5K	﹤0.01%	726

Other funds holding NEWR

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's NEWR Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of New Relic, Inc. (NEWR) in Q2 2023, closing a stake of 20 shares — an estimated $1.51K sold.

MassMutual Private Wealth & Trust first reported a position in NEWR in Q4 2017 and held it in 3 quarters. The position peaked at $2.66K in Q4 2017. 278 funds tracked by Wall St. Rank hold NEWR as of Q2 2023.

MassMutual Private Wealth & Trust reported no remaining New Relic, Inc. position as of Q2 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 20 New Relic, Inc. shares in Q2 2023, an estimated $1.51K.
MassMutual Private Wealth & Trust first reported a position in New Relic, Inc. in Q4 2017 and held it in 3 quarters.
MassMutual Private Wealth & Trust's New Relic, Inc. position peaked at $2.66K in Q4 2017.
278 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.