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Optimum Investment Advisors’s Neogen NEOG Stock Holding History

Optimum Investment Advisors’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-101
Closed -$1.87K – 700
2023
Q3 		$1.87K Hold
101
– – ﹤0.01% 650
2023
Q2 		$2.2K Hold
101
– – ﹤0.01% 645
2023
Q1 		$1.87K Hold
101
– – ﹤0.01% 676
2022
Q4 		$1.54K Hold
101
– – ﹤0.01% 693
2022
Q3 		$1K Buy
+101
New +$2.03K ﹤0.01% 776

Other funds holding NEOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Optimum Investment Advisors's NEOG Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Neogen (NEOG) in Q4 2023, closing a stake of 101 shares — an estimated $1.87K sold.

Optimum Investment Advisors first reported a position in NEOG in Q3 2022 and held it in 5 quarters. The position peaked at $2.2K in Q2 2023. 340 funds tracked by Wall St. Rank hold NEOG as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Neogen position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 101 Neogen shares in Q4 2023, an estimated $1.87K.
  • Optimum Investment Advisors first reported a position in Neogen in Q3 2022 and held it in 5 quarters.
  • Optimum Investment Advisors's Neogen position peaked at $2.2K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Neogen as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.