CT
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Caldwell Trust’s Inogen INGN Stock Holding History

Caldwell Trust’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-66
Closed -$2.84K – 748
2021
Q3 		$2.84K Hold
66
– – ﹤0.01% 697
2021
Q2 		$4.3K Hold
66
– – ﹤0.01% 693
2021
Q1 		$3.47K Hold
66
– – ﹤0.01% 687
2020
Q4 		$2.95K Hold
66
– – ﹤0.01% 690
2020
Q3 		$1.91K Sell
66
-66
-50% -$2.07K ﹤0.01% 701
2020
Q2 		$4.69K Hold
132
– – ﹤0.01% 696
2020
Q1 		$6.82K Hold
132
– – ﹤0.01% 674
2019
Q4 		$9.02K Buy
+132
New +$8.28K ﹤0.01% 688

Other funds holding INGN

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return