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Whittier Trust’s NeoGenomics NEO Stock Holding History

Whittier Trust’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
2022
Q1 		– Sell
-100
Closed -$3K – 1734
2021
Q4 		$3K Hold
100
– – ﹤0.01% 1475
2021
Q3 		$5K Hold
100
– – ﹤0.01% 1335
2021
Q2 		$5K Hold
100
– – ﹤0.01% 1360
2021
Q1 		$5K Hold
100
– – ﹤0.01% 1357
2020
Q4 		$5K Hold
100
– – ﹤0.01% 1243
2020
Q3 		$4K Hold
100
– – ﹤0.01% 1262
2020
Q2 		$3K Sell
100
-100
-50% -$2.77K ﹤0.01% 1230
2020
Q1 		$6K Buy
+200
New +$5.99K ﹤0.01% 1192

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Whittier Trust's NEO Position: Q1 2022 in Review

Whittier Trust sold out of NeoGenomics (NEO) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Whittier Trust first reported a position in NEO in Q1 2020 and held it in 8 quarters. The position peaked at $6K in Q1 2020. 279 funds tracked by Wall St. Rank hold NEO as of Q1 2022.

  • Whittier Trust reported no remaining NeoGenomics position as of Q1 2022 after selling out during the quarter.
  • Whittier Trust sold 100 NeoGenomics shares in Q1 2022, an estimated $3K.
  • Whittier Trust first reported a position in NeoGenomics in Q1 2020 and held it in 8 quarters.
  • Whittier Trust's NeoGenomics position peaked at $6K in Q1 2020.
  • 279 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.