MG
NEWR

Michael Gelband’s New Relic, Inc. NEWR Stock Holding History

Michael Gelband’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
Q4 		– Sell
-18,834
Closed -$1.61M – 2179
2023
Q3 		$1.61M Sell
18,834
-3,263
-15% -$263K 0.02% 754
2023
Q2 		$1.45M Sell
22,097
-165,970
-88% -$12M 0.01% 945
2023
Q1 		$14.2M Buy
+188,067
New +$12.7M 0.12% 184
2022
Q3 		– Sell
-4,097
Closed -$205K – 2424
2022
Q2 		$205K Sell
4,097
-11,274
-73% -$626K ﹤0.01% 1654
2022
Q1 		$1.03M Sell
15,371
-13,390
-47% -$1.1M 0.01% 1132
2021
Q4 		$3.16M Sell
28,761
-7,726
-21% -$745K 0.03% 586
2021
Q3 		$2.62M Buy
36,487
+31,637
+652% +$2.34M 0.04% 619
2021
Q2 		$325K Buy
+4,850
New +$312K ﹤0.01% 1691
2020
Q4 		– Sell
-24,787
Closed -$1.4M – 2495
2020
Q3 		$1.4M Sell
24,787
-46,585
-65% -$2.84M 0.03% 539
2020
Q2 		$4.92M Buy
71,372
+56,203
+371% +$3.36M 0.13% 160
2020
Q1 		$701K Sell
15,169
-82,733
-85% -$4.83M 0.04% 387
2019
Q4 		$6.43M Buy
97,902
+73,898
+308% +$4.8M 0.12% 139
2019
Q3 		$1.48M Buy
24,004
+17,931
+295% +$1.3M 0.05% 298
2019
Q2 		$525K Sell
6,073
-778
-11% -$76.9K 0.02% 448
2019
Q1 		$676K Sell
6,851
-174,611
-96% -$17.3M 0.05% 261
2018
Q4 		$14.7M Buy
+181,462
New +$15.3M 1.04% 21

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Michael Gelband's NEWR Position: Q4 2023 in Review

Michael Gelband sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 18,834 shares — an estimated $1.61M sold.

Michael Gelband first reported a position in NEWR in Q4 2018 and held it in 16 quarters. The position peaked at $14.7M in Q4 2018. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Michael Gelband reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Michael Gelband sold 18,834 New Relic, Inc. shares in Q4 2023, an estimated $1.61M.
  • Michael Gelband first reported a position in New Relic, Inc. in Q4 2018 and held it in 16 quarters.
  • Michael Gelband's New Relic, Inc. position peaked at $14.7M in Q4 2018.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on ExodusPoint Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.