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Mark Sheptoff Financial Planning’s Neogen NEOG Stock Holding History

Mark Sheptoff Financial 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
2022
Q1 		– Sell
-400
Closed -$18K – 470
2021
Q4 		$18K Hold
400
– – 0.01% 264
2021
Q3 		$17K Hold
400
– – 0.01% 260
2021
Q2 		$18K Hold
400
– – 0.01% 281
2021
Q1 		$18K Hold
400
– – 0.01% 242
2020
Q4 		$16K Buy
+400
New +$14.9K 0.01% 237

Other funds holding NEOG

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mark Sheptoff Financial Planning's NEOG Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Neogen (NEOG) in Q1 2022, closing a stake of 400 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in NEOG in Q4 2020 and held it in 5 quarters. The position peaked at $18K in Q4 2021. 317 funds tracked by Wall St. Rank hold NEOG as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Neogen position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Neogen shares in Q1 2022, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in Neogen in Q4 2020 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Neogen position peaked at $18K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Neogen as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.