Redmile Group’s Inogen INGN Stock Holding History

Redmile Group’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
2014 Q3	–	Sell	-450,500	Closed	-$10.2M	–	60
2014 Q2	$10.2M	Sell	450,500 -10,423	-2%	-$173K	1.23%	34
2014 Q1	$7.61M	Buy	+460,923	New	+$8.2M	0.91%	39

Other funds holding INGN

NHAS

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

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

TCM

Tamarack Capital Management Carlsbad, California $840M AUM 19.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Redmile Group's INGN Position: Q3 2014 in Review

Redmile Group sold out of Inogen (INGN) in Q3 2014, closing a stake of 450,500 shares — an estimated $10.2M sold.

Redmile Group first reported a position in INGN in Q1 2014 and held it in 2 quarters. The position peaked at $10.2M in Q2 2014. 62 funds tracked by Wall St. Rank hold INGN as of Q3 2014.

Redmile Group reported no remaining Inogen position as of Q3 2014 after selling out during the quarter.
Redmile Group sold 450,500 Inogen shares in Q3 2014, an estimated $10.2M.
Redmile Group first reported a position in Inogen in Q1 2014 and held it in 2 quarters.
Redmile Group's Inogen position peaked at $10.2M in Q2 2014.
62 funds tracked by Wall St. Rank held Inogen as of Q3 2014.

Based on Redmile Group's 13F filing for Q3 2014, filed 14 Nov 2014.