Ray Dalio
NEWR

Ray Dalio’s New Relic, Inc. NEWR Stock Holding History

Ray Dalio’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
-31,413
Closed -$2.69M – 825
2023
Q3 		$2.69M Sell
31,413
-9,634
-23% -$777K 0.02% 458
2023
Q2 		$2.69M Buy
+41,047
New +$2.96M 0.02% 426

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 $18.1B AUM 24.69% 1-Year Est. Return

Ray Dalio's NEWR Position: Q4 2023 in Review

Ray Dalio sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 31,413 shares — an estimated $2.69M sold.

Ray Dalio first reported a position in NEWR in Q2 2023 and held it in 2 quarters. The position peaked at $2.69M in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Ray Dalio reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Ray Dalio sold 31,413 New Relic, Inc. shares in Q4 2023, an estimated $2.69M.
  • Ray Dalio first reported a position in New Relic, Inc. in Q2 2023 and held it in 2 quarters.
  • Ray Dalio's New Relic, Inc. position peaked at $2.69M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Bridgewater Associates's 13F filing for Q4 2023, filed 14 Feb 2024.