Itau Unibanco Holding S.A.’s NeoGenomics NEO Stock Holding History

Itau Unibanco Holding S.A.’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
2024 Q1	–	Sell	-422	Closed	-$6.83K	–	278
2023 Q4	$6.83K	Sell	422 -129	-23%	-$2.11K	﹤0.01%	330
2023 Q3	$6.78K	Hold	551	–	–	﹤0.01%	440
2023 Q2	$8.86K	Buy	+551	New	+$9.08K	﹤0.01%	471
2022 Q2	–	Sell	-585	Closed	-$7K	–	568
2022 Q1	$7K	Buy	585 +24	+4%	+$505	﹤0.01%	438
2021 Q4	$19K	Buy	561 +139	+33%	+$5.44K	﹤0.01%	369
2021 Q3	$20K	Buy	422 +11	+3%	+$509	﹤0.01%	336
2021 Q2	$19K	Buy	+411	New	+$18.2K	﹤0.01%	301

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return