EWP
INGN icon

Edmunds White Partners’s Inogen INGN Stock Holding History

Edmunds White Partners’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
2014
Q3 		$1.23M Buy
59,868
+24,153
+68% +$491K 1.78% 20
2014
Q2 		$806K Buy
+35,715
New +$592K 1.36% 23

Other funds holding INGN

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
TCM
Tamarack Capital Management Carlsbad, California $840M AUM 19.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Edmunds White Partners's INGN Position: Q3 2014 in Review

Edmunds White Partners increased its Inogen (INGN) stake by 68% in Q3 2014, buying an estimated $491K and bringing the position to 59,868 shares worth $1.23M. The position accounts for 1.78% of the portfolio, ranked #20.

Edmunds White Partners first reported a position in INGN in Q2 2014 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold INGN as of Q3 2014.

  • Edmunds White Partners held 59,868 shares of Inogen worth $1.23M as of Q3 2014.
  • Edmunds White Partners bought 24,153 Inogen shares in Q3 2014, an estimated $491K.
  • Inogen made up 1.78% of Edmunds White Partners's portfolio in Q3 2014, its #20 holding.
  • Edmunds White Partners first reported a position in Inogen in Q2 2014 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Inogen as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.