Evergreen Capital Management’s NeoGenomics NEO Stock Holding History

Evergreen Capital Management’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
2025 Q1	–	Sell	-11,212	Closed	-$185K	–	1151
2024 Q4	$185K	Buy	11,212 +15	+0.1%	+$233	0.01%	1011
2024 Q3	$165K	Buy	11,197 +835	+8%	+$13.1K	0.01%	961
2024 Q2	$144K	Sell	10,362 -18	-0.2%	-$255	0.01%	893
2024 Q1	$163K	Sell	10,380 -728	-7%	-$11.2K	0.01%	815
2023 Q4	$180K	Buy	11,108 +892	+9%	+$14.6K	0.01%	783
2023 Q3	$126K	Sell	10,216 -242	-2%	-$3.6K	0.01%	749
2023 Q2	$168K	Sell	10,458 -1,571	-13%	-$25.9K	0.01%	748
2023 Q1	$209K	Buy	+12,029	New	+$171K	0.01%	644

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

FLAM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Evergreen Capital Management's NEO Position: Q1 2025 in Review

Evergreen Capital Management sold out of NeoGenomics (NEO) in Q1 2025, closing a stake of 11,212 shares — an estimated $185K sold.

Evergreen Capital Management first reported a position in NEO in Q1 2023 and held it in 8 quarters. The position peaked at $209K in Q1 2023. 256 funds tracked by Wall St. Rank hold NEO as of Q1 2025.

Evergreen Capital Management reported no remaining NeoGenomics position as of Q1 2025 after selling out during the quarter.
Evergreen Capital Management sold 11,212 NeoGenomics shares in Q1 2025, an estimated $185K.
Evergreen Capital Management first reported a position in NeoGenomics in Q1 2023 and held it in 8 quarters.
Evergreen Capital Management's NeoGenomics position peaked at $209K in Q1 2023.
256 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.