Stifel Financial
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Stifel Financial’s Neurogene NGNE Stock Holding History

Stifel Financial’s Portfolio NGNE Stock Details NGNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,249
Closed -$388K – 3455
2024
Q3 		$388K Sell
9,249
-207
-2% -$8.03K ﹤0.01% 2818
2024
Q2 		$344K Sell
9,456
-328
-3% -$11.6K ﹤0.01% 2843
2024
Q1 		$498K Buy
+9,784
New +$327K ﹤0.01% 2608
2020
Q1 		– Sell
-1,934
Closed -$472K – 2993
2019
Q4 		$472K Buy
+1,934
New +$193K ﹤0.01% 2296

Other funds holding NGNE

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stifel Financial's NGNE Position: Q4 2024 in Review

Stifel Financial sold out of Neurogene (NGNE) in Q4 2024, closing a stake of 9,249 shares — an estimated $388K sold.

Stifel Financial first reported a position in NGNE in Q4 2019 and held it in 4 quarters. The position peaked at $498K in Q1 2024. 88 funds tracked by Wall St. Rank hold NGNE as of Q4 2024.

  • Stifel Financial reported no remaining Neurogene position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 9,249 Neurogene shares in Q4 2024, an estimated $388K.
  • Stifel Financial first reported a position in Neurogene in Q4 2019 and held it in 4 quarters.
  • Stifel Financial's Neurogene position peaked at $498K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Neurogene as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.