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USA Financial Formulas’s NeoGenomics NEO Stock Holding History

USA Financial Formulas’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
2019
Q4 		– Sell
-9,151
Closed -$175K – 282
2019
Q3 		$175K Sell
9,151
-5,959
-39% -$140K 0.07% 133
2019
Q2 		$309K Buy
15,110
+2,230
+17% +$48.9K 0.16% 78
2019
Q1 		$264K Buy
+12,880
New +$224K 0.17% 76

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

USA Financial Formulas's NEO Position: Q4 2019 in Review

USA Financial Formulas sold out of NeoGenomics (NEO) in Q4 2019, closing a stake of 9,151 shares — an estimated $175K sold.

USA Financial Formulas first reported a position in NEO in Q1 2019 and held it in 3 quarters. The position peaked at $309K in Q2 2019. 261 funds tracked by Wall St. Rank hold NEO as of Q4 2019.

  • USA Financial Formulas reported no remaining NeoGenomics position as of Q4 2019 after selling out during the quarter.
  • USA Financial Formulas sold 9,151 NeoGenomics shares in Q4 2019, an estimated $175K.
  • USA Financial Formulas first reported a position in NeoGenomics in Q1 2019 and held it in 3 quarters.
  • USA Financial Formulas's NeoGenomics position peaked at $309K in Q2 2019.
  • 261 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2019.

Based on USA Financial Formulas's 13F filing for Q4 2019, filed 7 Feb 2020.