Bellevue Group’s NeoGenomics NEO Stock Holding History

Bellevue Group’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
2026 Q1	–	Sell	-278,286	Closed	-$3.27M	–	181
2025 Q4	$3.27M	Sell	278,286 -91,912	-25%	-$992K	0.06%	83
2025 Q3	$2.86M	Sell	370,198 -542,884	-59%	-$3.8M	0.06%	89
2025 Q2	$6.67M	Sell	913,082 -303,674	-25%	-$2.45M	0.15%	76
2025 Q1	$11.5M	Buy	1,216,756 +160,960	+15%	+$2.01M	0.26%	69
2024 Q4	$17.4M	Sell	1,055,796 -556,816	-35%	-$8.65M	0.33%	70
2024 Q3	$23.8M	Buy	1,612,612 +410,516	+34%	+$6.42M	0.39%	67
2024 Q2	$16.7M	Buy	1,202,096 +256,071	+27%	+$3.63M	0.27%	82
2024 Q1	$14.9M	Buy	+946,025	New	+$14.6M	0.23%	87
2022 Q1	–	Sell	-469,695	Closed	-$16M	–	194
2021 Q4	$16M	Sell	469,695 -91,988	-16%	-$3.6M	0.17%	105
2021 Q3	$27.1M	Sell	561,683 -256,630	-31%	-$11.9M	0.28%	95
2021 Q2	$37M	Buy	818,313 +30,360	+4%	+$1.35M	0.36%	85
2021 Q1	$38M	Buy	787,953 +239,507	+44%	+$12.5M	0.4%	82
2020 Q4	$29.5M	Buy	548,446 +121,554	+28%	+$5.49M	0.34%	80
2020 Q3	$15.7M	Sell	426,892 -58,578	-12%	-$2.18M	0.22%	97
2020 Q2	$15M	Buy	+485,470	New	+$13.5M	0.21%	90

Other funds holding NEO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return