Winton Group’s NeoGenomics NEO Stock Holding History

Winton Group’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	–	Sell	-10,300	Closed	-$121K	–	1304
2025 Q4	$121K	Buy	+10,300	New	+$111K	﹤0.01%	868
2025 Q3	–	Sell	-58,620	Closed	-$429K	–	933
2025 Q2	$429K	Sell	58,620 -19,875	-25%	-$160K	0.02%	622
2025 Q1	$745K	Buy	+78,495	New	+$980K	0.05%	469
2024 Q4	–	Sell	-25,490	Closed	-$376K	–	732
2024 Q3	$376K	Buy	+25,490	New	+$399K	0.03%	480
2023 Q4	–	Sell	-10,816	Closed	-$133K	–	825
2023 Q3	$133K	Buy	+10,816	New	+$161K	0.01%	702
2019 Q3	–	Sell	-15,167	Closed	-$333K	–	1628
2019 Q2	$333K	Sell	15,167 -14,985	-50%	-$329K	0.01%	849
2019 Q1	$617K	Buy	30,152 +878	+3%	+$15.3K	0.01%	495
2018 Q4	$369K	Buy	29,274 +3,744	+15%	+$55.8K	0.01%	587
2018 Q3	$392K	Buy	25,530 +4,866	+24%	+$67.3K	0.01%	720
2018 Q2	$271K	Sell	20,664 -20,772	-50%	-$229K	0.01%	873
2018 Q1	$338K	Buy	+41,436	New	+$336K	0.01%	937

Other funds holding NEO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B 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