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James Investment Research’s NeoGenomics NEO Stock Holding History

James Investment Research’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
Q4 		– Sell
-1,550
Closed -$75K – 517
2021
Q3 		$75K Buy
1,550
+499
+47% +$23.1K 0.01% 350
2021
Q2 		$47K Buy
+1,051
New +$46.6K ﹤0.01% 383

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's NEO Position: Q4 2021 in Review

James Investment Research sold out of NeoGenomics (NEO) in Q4 2021, closing a stake of 1,550 shares — an estimated $75K sold.

James Investment Research first reported a position in NEO in Q2 2021 and held it in 2 quarters. The position peaked at $75K in Q3 2021. 307 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

  • James Investment Research reported no remaining NeoGenomics position as of Q4 2021 after selling out during the quarter.
  • James Investment Research sold 1,550 NeoGenomics shares in Q4 2021, an estimated $75K.
  • James Investment Research first reported a position in NeoGenomics in Q2 2021 and held it in 2 quarters.
  • James Investment Research's NeoGenomics position peaked at $75K in Q3 2021.
  • 307 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on James Investment Research's 13F filing for Q4 2021, filed 28 Jan 2022.