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Edgestream Partners’s NeoGenomics NEO Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-34,798
Closed -$513K – 1013
2024
Q3 		$513K Sell
34,798
-94,791
-73% -$1.48M 0.02% 697
2024
Q2 		$1.8M Buy
129,589
+9,133
+8% +$129K 0.09% 369
2024
Q1 		$1.89M Buy
+120,456
New +$1.86M 0.09% 345
2023
Q4 		– Sell
-96,062
Closed -$1.18M – 983
2023
Q3 		$1.18M Buy
96,062
+33,379
+53% +$496K 0.09% 345
2023
Q2 		$1.01M Buy
62,683
+27,093
+76% +$446K 0.09% 356
2023
Q1 		$620K Sell
35,590
-17,005
-32% -$242K 0.07% 369
2022
Q4 		$486K Sell
52,595
-154,832
-75% -$1.44M 0.05% 373
2022
Q3 		$1.79M Buy
+207,427
New +$2.06M 0.14% 209

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgestream Partners's NEO Position: Q4 2024 in Review

Edgestream Partners sold out of NeoGenomics (NEO) in Q4 2024, closing a stake of 34,798 shares — an estimated $513K sold.

Edgestream Partners first reported a position in NEO in Q3 2022 and held it in 8 quarters. The position peaked at $1.89M in Q1 2024. 253 funds tracked by Wall St. Rank hold NEO as of Q4 2024.

  • Edgestream Partners reported no remaining NeoGenomics position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 34,798 NeoGenomics shares in Q4 2024, an estimated $513K.
  • Edgestream Partners first reported a position in NeoGenomics in Q3 2022 and held it in 8 quarters.
  • Edgestream Partners's NeoGenomics position peaked at $1.89M in Q1 2024.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.