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Laurel Wealth Planning’s Neogen NEOG Stock Holding History

Laurel Wealth Planning’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,955
Closed -$45K – 148
2022
Q4 		$45K Hold
2,955
– – 0.03% 110
2022
Q3 		$41K Buy
2,955
+555
+23% +$11.2K 0.03% 107
2022
Q2 		$58K Hold
2,400
– – 0.04% 106
2022
Q1 		$74K Buy
+2,400
New +$86.3K 0.05% 108

Other funds holding NEOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Laurel Wealth Planning's NEOG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Neogen (NEOG) in Q1 2023, closing a stake of 2,955 shares — an estimated $45K sold.

Laurel Wealth Planning first reported a position in NEOG in Q1 2022 and held it in 4 quarters. The position peaked at $74K in Q1 2022. 354 funds tracked by Wall St. Rank hold NEOG as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Neogen position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,955 Neogen shares in Q1 2023, an estimated $45K.
  • Laurel Wealth Planning first reported a position in Neogen in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Neogen position peaked at $74K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Neogen as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.