Godshalk Welsh Capital Management’s NeoGenomics NEO Stock Holding History

Godshalk Welsh 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
2021 Q1	–	Sell	-4,000	Closed	-$215K	–	115
2020 Q4	$215K	Buy	+4,000	New	+$181K	0.16%	110
2015 Q1	–	Sell	-3,000	Closed	-$13K	–	203
2014 Q4	$13K	Buy	+3,000	New	+$13.8K	0.01%	255

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Godshalk Welsh Capital Management's NEO Position: Q1 2021 in Review

Godshalk Welsh Capital Management sold out of NeoGenomics (NEO) in Q1 2021, closing a stake of 4,000 shares — an estimated $215K sold.

Godshalk Welsh Capital Management first reported a position in NEO in Q4 2014 and held it in 2 quarters. The position peaked at $215K in Q4 2020. 332 funds tracked by Wall St. Rank hold NEO as of Q1 2021.

Godshalk Welsh Capital Management reported no remaining NeoGenomics position as of Q1 2021 after selling out during the quarter.
Godshalk Welsh Capital Management sold 4,000 NeoGenomics shares in Q1 2021, an estimated $215K.
Godshalk Welsh Capital Management first reported a position in NeoGenomics in Q4 2014 and held it in 2 quarters.
Godshalk Welsh Capital Management's NeoGenomics position peaked at $215K in Q4 2020.
332 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2021.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2021, filed 13 May 2021.