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ORI
Oak Ridge Investments’s
NeoGenomics
NEO
Stock Holding History
Oak Ridge Investments’s Portfolio
NEO Stock Details
NEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-135,942
Closed
-$6.56M
–
176
2021
Q3
$6.56M
Sell
135,942
-4,095
-3%
-$190K
0.58%
66
2021
Q2
$6.33M
Sell
140,037
-172,818
-55%
-$7.66M
0.55%
68
2021
Q1
$15.1M
Sell
312,855
-6,863
-2%
-$357K
1.4%
9
2020
Q4
$17.2M
Sell
319,718
-90,999
-22%
-$4.11M
1.52%
9
2020
Q3
$15.2M
Sell
410,717
-24,301
-6%
-$903K
1.18%
16
2020
Q2
$13.5M
Sell
435,018
-34,748
-7%
-$963K
1.13%
22
2020
Q1
$13M
Sell
469,766
-69,184
-13%
-$2.07M
1.33%
17
2019
Q4
$15.8M
Buy
538,950
+22,448
+4%
+$535K
1.16%
24
2019
Q3
$9.88M
Sell
516,502
-20,363
-4%
-$478K
0.74%
59
2019
Q2
$11.8M
Buy
+536,865
New
+$11.8M
0.81%
49
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1-Year Est. Return
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$1.02T AUM
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1-Year Est. Return
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$60.9B AUM
15.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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