Stifel Financial
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Stifel Financial’s NeoGenomics NEO Stock Holding History

Stifel Financial’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
2026
Q1 		$162K Buy
+21,874
New +$230K ﹤0.01% 3480
2022
Q1 		– Sell
-8,495
Closed -$290K – 3454
2021
Q4 		$290K Sell
8,495
-1,342
-14% -$52.6K ﹤0.01% 2936
2021
Q3 		$475K Sell
9,837
-764
-7% -$35.4K ﹤0.01% 2603
2021
Q2 		$479K Sell
10,601
-11,565
-52% -$512K ﹤0.01% 2610
2021
Q1 		$1.07M Buy
22,166
+2,225
+11% +$116K ﹤0.01% 1945
2020
Q4 		$1.07M Buy
19,941
+1,114
+6% +$50.3K ﹤0.01% 1791
2020
Q3 		$694K Sell
18,827
-2,482
-12% -$92.3K ﹤0.01% 1879
2020
Q2 		$660K Buy
21,309
+5,634
+36% +$156K ﹤0.01% 1837
2020
Q1 		$425K Buy
15,675
+931
+6% +$27.9K ﹤0.01% 1970
2019
Q4 		$433K Buy
+14,744
New +$351K ﹤0.01% 2351

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GF
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VPM
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VCM
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B
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State Street
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return