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SYSTM Wealth Solutions’s Neogen NEOG Stock Holding History

SYSTM Wealth Solutions’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-928
Closed -$14.5K – 442
2024
Q2 		$14.5K Buy
928
+172
+23% +$2.39K ﹤0.01% 417
2024
Q1 		$11.9K Hold
756
– – ﹤0.01% 760
2023
Q4 		$15.2K Buy
+756
New +$12.8K ﹤0.01% 771

Other funds holding NEOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

SYSTM Wealth Solutions's NEOG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Neogen (NEOG) in Q3 2024, closing a stake of 928 shares — an estimated $14.5K sold.

SYSTM Wealth Solutions first reported a position in NEOG in Q4 2023 and held it in 3 quarters. The position peaked at $15.2K in Q4 2023. 337 funds tracked by Wall St. Rank hold NEOG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Neogen position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 928 Neogen shares in Q3 2024, an estimated $14.5K.
  • SYSTM Wealth Solutions first reported a position in Neogen in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Neogen position peaked at $15.2K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Neogen as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.