Koshinski Asset Management
NEWR

Koshinski Asset Management’s New Relic, Inc. NEWR Stock Holding History

Koshinski Asset 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
Q4 		– Sell
-200
Closed -$14.4K – 2272
2021
Q3 		$14.4K Buy
+200
New +$14.8K ﹤0.01% 1557
2019
Q2 		– Sell
-2,198
Closed -$217 – 393
2019
Q1 		$217 Buy
+2,198
New +$218K 0.06% 350
2018
Q4 		– Sell
-2,573
Closed -$242K – 543
2018
Q3 		$242K Buy
+2,573
New +$267K 0.03% 468

Other funds holding NEWR

HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Koshinski Asset Management's NEWR Position: Q4 2021 in Review

Koshinski Asset Management sold out of New Relic, Inc. (NEWR) in Q4 2021, closing a stake of 200 shares — an estimated $14.4K sold.

Koshinski Asset Management first reported a position in NEWR in Q3 2018 and held it in 3 quarters. The position peaked at $242K in Q3 2018. 277 funds tracked by Wall St. Rank hold NEWR as of Q4 2021.

  • Koshinski Asset Management reported no remaining New Relic, Inc. position as of Q4 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 200 New Relic, Inc. shares in Q4 2021, an estimated $14.4K.
  • Koshinski Asset Management first reported a position in New Relic, Inc. in Q3 2018 and held it in 3 quarters.
  • Koshinski Asset Management's New Relic, Inc. position peaked at $242K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2021.

Based on Koshinski Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.