WRF
NEWR

Waddell & Reed Financial’s New Relic, Inc. NEWR Stock Holding History

Waddell & Reed 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
2019
Q3 		– Sell
-442,863
Closed -$38.3M – 514
2019
Q2 		$38.3M Sell
442,863
-227
-0.1% -$22.4K 0.09% 238
2019
Q1 		$43.7M Sell
443,090
-5,382
-1% -$533K 0.11% 224
2018
Q4 		$36.3M Buy
448,472
+31,822
+8% +$2.68M 0.1% 242
2018
Q3 		$39.3M Buy
416,650
+93,940
+29% +$9.73M 0.09% 264
2018
Q2 		$32.5M Sell
322,710
-53,740
-14% -$4.77M 0.08% 278
2018
Q1 		$27.9M Buy
376,450
+115,770
+44% +$7.75M 0.06% 289
2017
Q4 		$15.1M Buy
+260,680
New +$14.2M 0.03% 369
2015
Q1 		– Sell
-169,798
Closed -$5.92M – 598
2014
Q4 		$5.92M Buy
+169,798
New +$5.55M 0.01% 474

Other funds holding NEWR

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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
CIP
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BlackRock
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return