Zurich Cantonal Bank
NEWR

Zurich Cantonal Bank’s New Relic, Inc. NEWR Stock Holding History

Zurich Cantonal Bank’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
-11,450
Closed -$980K – 2811
2023
Q3 		$980K Buy
11,450
+931
+9% +$75K ﹤0.01% 979
2023
Q2 		$688K Buy
10,519
+516
+5% +$37.2K ﹤0.01% 1161
2023
Q1 		$753K Buy
10,003
+1,470
+17% +$99.3K ﹤0.01% 1044
2022
Q4 		$482K Buy
8,533
+834
+11% +$47.2K ﹤0.01% 1273
2022
Q3 		$442K Hold
7,699
– – ﹤0.01% 1268
2022
Q2 		$385K Hold
7,699
– – ﹤0.01% 1385
2022
Q1 		$515K Sell
7,699
-634
-8% -$51.9K ﹤0.01% 1315
2021
Q4 		$916K Buy
8,333
+3,195
+62% +$308K ﹤0.01% 1046
2021
Q3 		$369K Hold
5,138
– – ﹤0.01% 1491
2021
Q2 		$344K Sell
5,138
-535
-9% -$34.4K ﹤0.01% 1461
2021
Q1 		$349K Sell
5,673
-547
-9% -$36.3K ﹤0.01% 1445
2020
Q4 		$407K Buy
6,220
+680
+12% +$41.9K ﹤0.01% 1396
2020
Q3 		$312K Hold
5,540
– – ﹤0.01% 1313
2020
Q2 		$382K Buy
5,540
+1,539
+38% +$91.9K ﹤0.01% 1147
2020
Q1 		$185K Buy
4,001
+733
+22% +$42.8K ﹤0.01% 1264
2019
Q4 		$215K Buy
3,268
+200
+7% +$13K ﹤0.01% 1299
2019
Q3 		$189K Hold
3,068
– – ﹤0.01% 1267
2019
Q2 		$265K Buy
3,068
+694
+29% +$68.6K ﹤0.01% 1105
2019
Q1 		$234K Sell
2,374
-423
-15% -$41.9K ﹤0.01% 1121
2018
Q4 		$226K Buy
2,797
+244
+10% +$20.6K ﹤0.01% 1141
2018
Q3 		$241K Hold
2,553
– – ﹤0.01% 1201
2018
Q2 		$257K Buy
2,553
+768
+43% +$68.2K ﹤0.01% 1119
2018
Q1 		$132K Hold
1,785
– – ﹤0.01% 1447
2017
Q4 		$103K Buy
1,785
+793
+80% +$43.1K ﹤0.01% 1555
2017
Q3 		$49K Hold
992
– – ﹤0.01% 1826
2017
Q2 		$43K Hold
992
– – ﹤0.01% 1862
2017
Q1 		$37K Hold
992
– – ﹤0.01% 1973
2016
Q4 		$28K Hold
992
– – ﹤0.01% 2134
2016
Q3 		$38K Buy
992
+169
+21% +$5.94K ﹤0.01% 1825
2016
Q2 		$24K Hold
823
– – ﹤0.01% 1967
2016
Q1 		$21K Buy
+823
New +$22.8K ﹤0.01% 2023

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 $20.6B AUM 34.61% 1-Year Est. Return

Zurich Cantonal Bank's NEWR Position: Q4 2023 in Review

Zurich Cantonal Bank sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 11,450 shares — an estimated $980K sold.

Zurich Cantonal Bank first reported a position in NEWR in Q1 2016 and held it in 31 quarters. The position peaked at $980K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Zurich Cantonal Bank reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Zurich Cantonal Bank sold 11,450 New Relic, Inc. shares in Q4 2023, an estimated $980K.
  • Zurich Cantonal Bank first reported a position in New Relic, Inc. in Q1 2016 and held it in 31 quarters.
  • Zurich Cantonal Bank's New Relic, Inc. position peaked at $980K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Zurich Cantonal Bank's 13F filing for Q4 2023, filed 30 Jan 2024.