Massachusetts Financial Services
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Massachusetts Financial Services’s Inogen INGN Stock Holding History

Massachusetts Financial Services’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-44,207
Closed -$552K – 846
2023
Q1 		$552K Sell
44,207
-1,248
-3% -$23.9K ﹤0.01% 804
2022
Q4 		$896K Buy
45,455
+36,851
+428% +$793K ﹤0.01% 784
2022
Q3 		$209K Sell
8,604
-79
-0.9% -$2.18K ﹤0.01% 841
2022
Q2 		$210K Buy
8,683
+44
+0.5% +$1.17K ﹤0.01% 843
2022
Q1 		$280K Buy
8,639
+88
+1% +$2.77K ﹤0.01% 847
2021
Q4 		$291K Buy
+8,551
New +$311K ﹤0.01% 874

Other funds holding INGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Massachusetts Financial Services's INGN Position: Q2 2023 in Review

Massachusetts Financial Services sold out of Inogen (INGN) in Q2 2023, closing a stake of 44,207 shares — an estimated $552K sold.

Massachusetts Financial Services first reported a position in INGN in Q4 2021 and held it in 6 quarters. The position peaked at $896K in Q4 2022. 139 funds tracked by Wall St. Rank hold INGN as of Q2 2023.

  • Massachusetts Financial Services reported no remaining Inogen position as of Q2 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 44,207 Inogen shares in Q2 2023, an estimated $552K.
  • Massachusetts Financial Services first reported a position in Inogen in Q4 2021 and held it in 6 quarters.
  • Massachusetts Financial Services's Inogen position peaked at $896K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Inogen as of Q2 2023.

Based on Massachusetts Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.