KI
NEO icon

Kula Investments’s NeoGenomics NEO Stock Holding History

Kula Investments’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
2023
Q1 		$198K Sell
11,375
-3,831
-25% -$54.6K 0.05% 563
2022
Q4 		$141K Buy
+15,206
New +$142K 0.04% 548

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
FLAM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's NEO Position: Q1 2023 in Review

Kula Investments reduced its NeoGenomics (NEO) stake by 25% in Q1 2023, selling an estimated $54.6K and leaving 11,375 shares worth $198K. The position accounts for 0.05% of the portfolio, ranked #563.

Kula Investments first reported a position in NEO in Q4 2022 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold NEO as of Q1 2023.

  • Kula Investments held 11,375 shares of NeoGenomics worth $198K as of Q1 2023.
  • Kula Investments sold 3,831 NeoGenomics shares in Q1 2023, an estimated $54.6K.
  • NeoGenomics made up 0.05% of Kula Investments's portfolio in Q1 2023, its #563 holding.
  • Kula Investments first reported a position in NeoGenomics in Q4 2022 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.