Institutional & Family Asset Management’s NeoGenomics NEO Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-24	Closed	-$1K	–	814
2021 Q4	$1K	Sell	24 -1,000	-98%	-$39.2K	﹤0.01%	738
2021 Q3	$49K	Sell	1,024 -17	-2%	-$787	0.01%	328
2021 Q2	$47K	Hold	1,041	–	–	0.01%	335
2021 Q1	$50K	Sell	1,041 -25	-2%	-$1.3K	0.01%	355
2020 Q4	$57K	Sell	1,066 -2	-0.2%	-$90	0.01%	307
2020 Q3	$39K	Hold	1,068	–	–	0.01%	315
2020 Q2	$33K	Sell	1,068 -20	-2%	-$554	0.01%	344
2020 Q1	$30K	Buy	1,088 +1,000	+1,136%	+$30K	0.01%	313
2019 Q4	$3K	Hold	88	–	–	﹤0.01%	675
2019 Q3	$2K	Buy	88 +1	+1%	+$23	﹤0.01%	709
2019 Q2	$2K	Hold	87	–	–	﹤0.01%	725
2019 Q1	$2K	Hold	87	–	–	﹤0.01%	728
2018 Q4	$1K	Hold	87	–	–	﹤0.01%	779
2018 Q3	$1K	Buy	+87	New	+$1.2K	﹤0.01%	811

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KFO

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

Institutional & Family Asset Management's NEO Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of NeoGenomics (NEO) in Q1 2022, closing a stake of 24 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in NEO in Q3 2018 and held it in 14 quarters. The position peaked at $57K in Q4 2020. 280 funds tracked by Wall St. Rank hold NEO as of Q1 2022.

Institutional & Family Asset Management reported no remaining NeoGenomics position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 24 NeoGenomics shares in Q1 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in NeoGenomics in Q3 2018 and held it in 14 quarters.
Institutional & Family Asset Management's NeoGenomics position peaked at $57K in Q4 2020.
280 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.