O'Shaughnessy Asset Management’s Inogen INGN Stock Holding History

O'Shaughnessy Asset Management’s Portfolio INGN Stock Details INGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,065	Closed	-$46K	–	1827
2021 Q3	$46K	Sell	1,065 -9	-0.8%	-$553	﹤0.01%	1678
2021 Q2	$70K	Buy	+1,074	New	+$68K	﹤0.01%	1449
2020 Q1	–	Sell	-235	Closed	-$16K	–	1522
2019 Q4	$16K	Buy	+235	New	+$14.7K	﹤0.01%	1193
2019 Q1	–	Sell	-570	Closed	-$71K	–	952
2018 Q4	$71K	Sell	570 -3,028	-84%	-$499K	﹤0.01%	666
2018 Q3	$872K	Sell	3,598 -7,675	-68%	-$1.77M	0.02%	272
2018 Q2	$2.09M	Sell	11,273 -5,029	-31%	-$837K	0.04%	190
2018 Q1	$2M	Buy	16,302 +43	+0.3%	+$5.25K	0.04%	186
2017 Q4	$1.94M	Buy	16,259 +2,210	+16%	+$243K	0.05%	194
2017 Q3	$1.34M	Buy	14,049 +13,895	+9,023%	+$1.34M	0.03%	250
2017 Q2	$15K	Buy	+154	New	+$13.2K	﹤0.01%	763

Other funds holding INGN

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NHAS

Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Shaughnessy Asset Management's INGN Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Inogen (INGN) in Q4 2021, closing a stake of 1,065 shares — an estimated $46K sold.

O'Shaughnessy Asset Management first reported a position in INGN in Q2 2017 and held it in 10 quarters. The position peaked at $2.09M in Q2 2018. 168 funds tracked by Wall St. Rank hold INGN as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Inogen position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 1,065 Inogen shares in Q4 2021, an estimated $46K.
O'Shaughnessy Asset Management first reported a position in Inogen in Q2 2017 and held it in 10 quarters.
O'Shaughnessy Asset Management's Inogen position peaked at $2.09M in Q2 2018.
168 funds tracked by Wall St. Rank held Inogen as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.