Sio Capital Management’s Inogen INGN Stock Holding History

Sio Capital 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
2024 Q1	–	Sell	-52,794	Closed	-$290K	–	54
2023 Q4	$290K	Hold	52,794	–	–	0.07%	36
2023 Q3	$276K	Sell	52,794 -58,741	-53%	-$417K	0.09%	45
2023 Q2	$1.29M	Sell	111,535 -10,000	-8%	-$118K	0.33%	31
2023 Q1	$1.52M	Sell	121,535 -165,157	-58%	-$3.16M	0.75%	24
2022 Q4	$5.65M	Sell	286,692 -234,603	-45%	-$5.05M	2.09%	12
2022 Q3	$12.7M	Sell	521,295 -4,143	-0.8%	-$114K	4.02%	11
2022 Q2	$12.7M	Buy	525,438 +125,352	+31%	+$3.33M	4.77%	5
2022 Q1	$13M	Buy	400,086 +311,795	+353%	+$9.8M	4.29%	8
2021 Q4	$3M	Buy	+88,291	New	+$3.21M	0.91%	30
2020 Q3	–	Sell	-54,000	Closed	-$1.92M	–	94
2020 Q2	$1.92M	Buy	+54,000	New	+$2.28M	0.56%	51
2019 Q3	–	Sell	-15,189	Closed	-$1.01M	–	75
2019 Q2	$1.01M	Hold	15,189	–	–	0.24%	60
2019 Q1	$1.45M	Buy	15,189 +2,365	+18%	+$295K	0.39%	56
2018 Q4	$1.59M	Buy	+12,824	New	+$2.11M	0.58%	54

Other funds holding INGN

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Sio Capital Management's INGN Position: Q1 2024 in Review

Sio Capital Management sold out of Inogen (INGN) in Q1 2024, closing a stake of 52,794 shares — an estimated $290K sold.

Sio Capital Management first reported a position in INGN in Q4 2018 and held it in 13 quarters. The position peaked at $13M in Q1 2022. 129 funds tracked by Wall St. Rank hold INGN as of Q1 2024.

Sio Capital Management reported no remaining Inogen position as of Q1 2024 after selling out during the quarter.
Sio Capital Management sold 52,794 Inogen shares in Q1 2024, an estimated $290K.
Sio Capital Management first reported a position in Inogen in Q4 2018 and held it in 13 quarters.
Sio Capital Management's Inogen position peaked at $13M in Q1 2022.
129 funds tracked by Wall St. Rank held Inogen as of Q1 2024.

Based on Sio Capital Management's 13F filing for Q1 2024, filed 15 May 2024.