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Gerstein Fisher’s Inogen INGN Stock Holding History

Gerstein Fisher’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
2016
Q3 		$227K Buy
+3,785
New +$211K 0.03% 374
2016
Q1 		– Sell
-29,969
Closed -$1.2M – 406
2015
Q4 		$1.2M Sell
29,969
-163
-0.5% -$6.89K 0.17% 124
2015
Q3 		$1.46M Buy
+30,132
New +$1.43M 0.22% 98

Other funds holding INGN

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerstein Fisher's INGN Position: Q3 2016 in Review

Gerstein Fisher opened a new position in Inogen (INGN) in Q3 2016: 3,785 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #374 among its holdings. This is a return to the name: Gerstein Fisher previously reported a position in INGN as recently as Q4 2015.

Gerstein Fisher first reported a position in INGN in Q3 2015 and has held it in 3 quarters since. The position peaked at $1.46M in Q3 2015. 174 funds tracked by Wall St. Rank hold INGN as of Q3 2016.

  • Gerstein Fisher held 3,785 shares of Inogen worth $227K as of Q3 2016.
  • Inogen was a new Gerstein Fisher position in Q3 2016.
  • Inogen made up 0.03% of Gerstein Fisher's portfolio in Q3 2016, its #374 holding.
  • Gerstein Fisher first reported a position in Inogen in Q3 2015 and has held it in 3 quarters since.
  • Gerstein Fisher's Inogen position peaked at $1.46M in Q3 2015.
  • 174 funds tracked by Wall St. Rank held Inogen as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.