UBS Group
NEWR

UBS Group’s New Relic, Inc. NEWR Stock Holding History

UBS Group’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
2021
Q4 		– Sell
-9,600
Closed -$689K – 10960
2021
Q3 		$689K Buy
+9,600
New +$709K ﹤0.01% 4499

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

UBS Group's NEWR Position: Q4 2023 in Review

UBS Group sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 421,747 shares — an estimated $36.1M sold.

UBS Group first reported a position in NEWR in Q4 2014 and held it in 36 quarters. The position peaked at $63.2M in Q1 2021. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • UBS Group reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 421,747 New Relic, Inc. shares in Q4 2023, an estimated $36.1M.
  • UBS Group first reported a position in New Relic, Inc. in Q4 2014 and held it in 36 quarters.
  • UBS Group's New Relic, Inc. position peaked at $63.2M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.