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Oak Family Advisors’s NeoGenomics NEO Stock Holding History

Oak Family Advisors’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
2025
Q1 		– Sell
-13,612
Closed -$224K – 130
2024
Q4 		$224K Sell
13,612
-94,350
-87% -$1.47M 0.08% 103
2024
Q3 		$1.59M Sell
107,962
-1,133
-1% -$17.7K 0.49% 48
2024
Q2 		$1.51M Buy
109,095
+1,454
+1% +$20.6K 0.52% 47
2024
Q1 		$1.69M Buy
107,641
+7,663
+8% +$118K 0.65% 45
2023
Q4 		$1.62M Buy
99,978
+3,241
+3% +$53K 0.68% 44
2023
Q3 		$1.19M Sell
96,737
-1,541
-2% -$22.9K 0.56% 45
2023
Q2 		$1.58M Sell
98,278
-1,168
-1% -$19.2K 0.75% 39
2023
Q1 		$1.73M Sell
99,446
-1,748
-2% -$24.9K 0.85% 35
2022
Q4 		$935K Buy
101,194
+1,894
+2% +$17.7K 0.5% 49
2022
Q3 		$855K Buy
99,300
+10,696
+12% +$106K 0.46% 49
2022
Q2 		$722K Buy
88,604
+5,915
+7% +$56.5K 0.36% 56
2022
Q1 		$1M Buy
82,689
+24,569
+42% +$517K 0.39% 55
2021
Q4 		$1.98M Buy
58,120
+555
+1% +$21.7K 0.74% 36
2021
Q3 		$2.78M Buy
+57,565
New +$2.66M 1.01% 23

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Oak Family Advisors's NEO Position: Q1 2025 in Review

Oak Family Advisors sold out of NeoGenomics (NEO) in Q1 2025, closing a stake of 13,612 shares — an estimated $224K sold.

Oak Family Advisors first reported a position in NEO in Q3 2021 and held it in 14 quarters. The position peaked at $2.78M in Q3 2021. 256 funds tracked by Wall St. Rank hold NEO as of Q1 2025.

  • Oak Family Advisors reported no remaining NeoGenomics position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 13,612 NeoGenomics shares in Q1 2025, an estimated $224K.
  • Oak Family Advisors first reported a position in NeoGenomics in Q3 2021 and held it in 14 quarters.
  • Oak Family Advisors's NeoGenomics position peaked at $2.78M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.