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Nalls Sherbakoff Group’s NeoGenomics NEO Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$114 Sell
7
-7
-50% -$115 ﹤0.01% 450
2023
Q3 		$173 Hold
14
– – ﹤0.01% 451
2023
Q2 		$241 Hold
14
– – ﹤0.01% 464
2023
Q1 		$247 Buy
+14
New +$199 ﹤0.01% 501

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nalls Sherbakoff Group's NEO Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its NeoGenomics (NEO) stake by 50% in Q4 2023, selling an estimated $115 and leaving 7 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Nalls Sherbakoff Group first reported a position in NEO in Q1 2023 and has held it in 4 quarters since. The position peaked at $247 in Q1 2023. 287 funds tracked by Wall St. Rank hold NEO as of Q4 2023.

  • Nalls Sherbakoff Group held 7 shares of NeoGenomics worth $114 as of Q4 2023.
  • Nalls Sherbakoff Group sold 7 NeoGenomics shares in Q4 2023, an estimated $115.
  • NeoGenomics made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #450 holding.
  • Nalls Sherbakoff Group first reported a position in NeoGenomics in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's NeoGenomics position peaked at $247 in Q1 2023.
  • 287 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.