WCM
NEWR

Weld Capital Management’s New Relic, Inc. NEWR Stock Holding History

Weld Capital Management’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
Q1 		– Sell
-6,791
Closed -$444K – 607
2020
Q4 		$444K Buy
+6,791
New +$418K 0.17% 199
2019
Q3 		– Sell
-9,792
Closed -$847K – 1055
2019
Q2 		$847K Buy
+9,792
New +$967K 0.16% 224

Other funds holding NEWR

HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Weld Capital Management's NEWR Position: Q1 2021 in Review

Weld Capital Management sold out of New Relic, Inc. (NEWR) in Q1 2021, closing a stake of 6,791 shares — an estimated $444K sold.

Weld Capital Management first reported a position in NEWR in Q2 2019 and held it in 2 quarters. The position peaked at $847K in Q2 2019. 210 funds tracked by Wall St. Rank hold NEWR as of Q1 2021.

  • Weld Capital Management reported no remaining New Relic, Inc. position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 6,791 New Relic, Inc. shares in Q1 2021, an estimated $444K.
  • Weld Capital Management first reported a position in New Relic, Inc. in Q2 2019 and held it in 2 quarters.
  • Weld Capital Management's New Relic, Inc. position peaked at $847K in Q2 2019.
  • 210 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.