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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

FLAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Itau Unibanco Holding S.A.'s NEO Position: Q1 2024 in Review

Itau Unibanco Holding S.A. sold out of NeoGenomics (NEO) in Q1 2024, closing a stake of 422 shares — an estimated $6.83K sold.

Itau Unibanco Holding S.A. first reported a position in NEO in Q2 2021 and held it in 7 quarters. The position peaked at $20K in Q3 2021. 263 funds tracked by Wall St. Rank hold NEO as of Q1 2024.

Itau Unibanco Holding S.A. reported no remaining NeoGenomics position as of Q1 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 422 NeoGenomics shares in Q1 2024, an estimated $6.83K.
Itau Unibanco Holding S.A. first reported a position in NeoGenomics in Q2 2021 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s NeoGenomics position peaked at $20K in Q3 2021.
263 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2024, filed 14 May 2024.