Bank Julius Baer & Co
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Bank Julius Baer & Co’s NeoGenomics NEO Stock Holding History

Bank Julius Baer & Co’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,719
Closed -$239K – 590
2023
Q1 		$239K Buy
+13,719
New +$195K ﹤0.01% 421
2021
Q4 		– Sell
-328,733
Closed -$15.9M – 871
2021
Q3 		$15.9M Buy
+328,733
New +$15.2M 0.1% 132
2021
Q1 		– Sell
-873
Closed -$47K – 866
2020
Q4 		$47K Buy
+873
New +$39.4K ﹤0.01% 690

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank Julius Baer & Co's NEO Position: Q2 2023 in Review

Bank Julius Baer & Co sold out of NeoGenomics (NEO) in Q2 2023, closing a stake of 13,719 shares — an estimated $239K sold.

Bank Julius Baer & Co first reported a position in NEO in Q4 2020 and held it in 3 quarters. The position peaked at $15.9M in Q3 2021. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2023.

  • Bank Julius Baer & Co reported no remaining NeoGenomics position as of Q2 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 13,719 NeoGenomics shares in Q2 2023, an estimated $239K.
  • Bank Julius Baer & Co first reported a position in NeoGenomics in Q4 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's NeoGenomics position peaked at $15.9M in Q3 2021.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2023.

Based on Bank Julius Baer & Co's 13F filing for Q2 2023, filed 20 Jul 2023.