WCMNY
NEWR

Westchester Capital Management (New York)’s New Relic, Inc. NEWR Stock Holding History

Westchester Capital Management (New York)’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
Q4 		– Sell
-220,807
Closed -$18.9M – 335
2023
Q3 		$18.9M Buy
+220,807
New +$17.8M 0.55% 33

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 $18.1B AUM 24.69% 1-Year Est. Return

Westchester Capital Management (New York)'s NEWR Position: Q4 2023 in Review

Westchester Capital Management (New York) sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 220,807 shares — an estimated $18.9M sold.

Westchester Capital Management (New York) first reported a position in NEWR in Q3 2023 and held it in 1 quarter. The position peaked at $18.9M in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Westchester Capital Management (New York) reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 220,807 New Relic, Inc. shares in Q4 2023, an estimated $18.9M.
  • Westchester Capital Management (New York) first reported a position in New Relic, Inc. in Q3 2023 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s New Relic, Inc. position peaked at $18.9M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2023, filed 15 Feb 2024.