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Oak Ridge Investments’s NeoGenomics NEO Stock Holding History

Oak Ridge Investments’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
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

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Ridge Investments's NEO Position: Q4 2021 in Review

Oak Ridge Investments sold out of NeoGenomics (NEO) in Q4 2021, closing a stake of 135,942 shares — an estimated $6.56M sold.

Oak Ridge Investments first reported a position in NEO in Q2 2019 and held it in 10 quarters. The position peaked at $17.2M in Q4 2020. 307 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

  • Oak Ridge Investments reported no remaining NeoGenomics position as of Q4 2021 after selling out during the quarter.
  • Oak Ridge Investments sold 135,942 NeoGenomics shares in Q4 2021, an estimated $6.56M.
  • Oak Ridge Investments first reported a position in NeoGenomics in Q2 2019 and held it in 10 quarters.
  • Oak Ridge Investments's NeoGenomics position peaked at $17.2M in Q4 2020.
  • 307 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on Oak Ridge Investments's 13F filing for Q4 2021, filed 1 Feb 2022.