Stifel Financial
NEWR

Stifel Financial’s New Relic, Inc. NEWR Stock Holding History

Stifel Financial’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
Q3 		– Sell
-3,779
Closed -$247K – 3431
2023
Q2 		$247K Buy
+3,779
New +$273K ﹤0.01% 2935
2021
Q3 		– Sell
-3,737
Closed -$250K – 3445
2021
Q2 		$250K Sell
3,737
-505
-12% -$32.5K ﹤0.01% 3014
2021
Q1 		$261K Sell
4,242
-1,610
-28% -$107K ﹤0.01% 2868
2020
Q4 		$383K Sell
5,852
-269
-4% -$16.6K ﹤0.01% 2479
2020
Q3 		$345K Buy
6,121
+569
+10% +$34.7K ﹤0.01% 2307
2020
Q2 		$382K Sell
5,552
-524
-9% -$31.3K ﹤0.01% 2211
2020
Q1 		$281K Sell
6,076
-5,015
-45% -$293K ﹤0.01% 2228
2019
Q4 		$727K Buy
11,091
+954
+9% +$62K ﹤0.01% 2032
2019
Q3 		$620K Sell
10,137
-7,409
-42% -$536K ﹤0.01% 2044
2019
Q2 		$1.52M Buy
17,546
+158
+0.9% +$15.6K ﹤0.01% 1522
2019
Q1 		$1.72M Sell
17,388
-726
-4% -$71.9K ﹤0.01% 1324
2018
Q4 		$1.47M Buy
18,114
+13,893
+329% +$1.17M ﹤0.01% 1316
2018
Q3 		$399K Buy
4,221
+1,242
+42% +$129K ﹤0.01% 2199
2018
Q2 		$301K Buy
2,979
+251
+9% +$22.3K ﹤0.01% 2297
2018
Q1 		$203K Buy
+2,728
New +$183K ﹤0.01% 2461
2016
Q1 		– Sell
-29,000
Closed -$1.06M – 2410
2015
Q4 		$1.06M Buy
29,000
+19,790
+215% +$741K 0.01% 1273
2015
Q3 		$351K Sell
9,210
-20,790
-69% -$737K ﹤0.01% 1753
2015
Q2 		$1.06M Buy
+30,000
New +$980K 0.01% 1338

Other funds holding NEWR

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HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return