L.J. Altfest & Co’s New Relic, Inc. NEWR Stock Holding History

L.J. Altfest & Co’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
2020 Q1	–	Sell	-3,306	Closed	-$217K	–	232
2019 Q4	$217K	Buy	+3,306	New	+$215K	0.05%	183
2019 Q2	–	Sell	-3,310	Closed	-$327K	–	209
2019 Q1	$327K	Sell	3,310 -101	-3%	-$10K	0.08%	136
2018 Q4	$276K	Buy	+3,411	New	+$287K	0.08%	125

Other funds holding NEWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

L.J. Altfest & Co's NEWR Position: Q1 2020 in Review

L.J. Altfest & Co sold out of New Relic, Inc. (NEWR) in Q1 2020, closing a stake of 3,306 shares — an estimated $217K sold.

L.J. Altfest & Co first reported a position in NEWR in Q4 2018 and held it in 3 quarters. The position peaked at $327K in Q1 2019. 215 funds tracked by Wall St. Rank hold NEWR as of Q1 2020.

L.J. Altfest & Co reported no remaining New Relic, Inc. position as of Q1 2020 after selling out during the quarter.
L.J. Altfest & Co sold 3,306 New Relic, Inc. shares in Q1 2020, an estimated $217K.
L.J. Altfest & Co first reported a position in New Relic, Inc. in Q4 2018 and held it in 3 quarters.
L.J. Altfest & Co's New Relic, Inc. position peaked at $327K in Q1 2019.
215 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2020.

Based on L.J. Altfest & Co's 13F filing for Q1 2020, filed 13 Apr 2020.