Disciplined Investments’s NeoGenomics NEO Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-5	Closed	-$80	–	1043
2023 Q2	$80	Buy	+5	New	+$82	﹤0.01%	1622

Other funds holding NEO

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's NEO Position: Q3 2023 in Review

Disciplined Investments sold out of NeoGenomics (NEO) in Q3 2023, closing a stake of 5 shares — an estimated $80 sold.

Disciplined Investments first reported a position in NEO in Q2 2023 and held it in 1 quarter. The position peaked at $80 in Q2 2023. 283 funds tracked by Wall St. Rank hold NEO as of Q3 2023.

Disciplined Investments reported no remaining NeoGenomics position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 5 NeoGenomics shares in Q3 2023, an estimated $80.
Disciplined Investments first reported a position in NeoGenomics in Q2 2023 and held it in 1 quarter.
Disciplined Investments's NeoGenomics position peaked at $80 in Q2 2023.
283 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.