SDWIA
NEUE

Schwarz Dygos Wheeler Investment Advisors’s NeueHealth NEUE Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio NEUE Stock Details NEUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-306
Closed -$5.4K – 147
2023
Q1 		$5.4K Hold
306
– – ﹤0.01% 136
2022
Q4 		$15.9K Hold
306
– – 0.01% 131
2022
Q3 		$26K Buy
+306
New +$40.6K 0.01% 116

Other funds holding NEUE

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
MCAV
Meritech Capital Associates VI Palo Alto, California $45.3M AUM 4.6% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NEUE Position: Q2 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of NeueHealth (NEUE) in Q2 2023, closing a stake of 306 shares — an estimated $5.4K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NEUE in Q3 2022 and held it in 3 quarters. The position peaked at $26K in Q3 2022. 49 funds tracked by Wall St. Rank hold NEUE as of Q2 2023.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining NeueHealth position as of Q2 2023 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 306 NeueHealth shares in Q2 2023, an estimated $5.4K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in NeueHealth in Q3 2022 and held it in 3 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's NeueHealth position peaked at $26K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held NeueHealth as of Q2 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.