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Zacks Investment Management’s NeoGenomics NEO Stock Holding History

Zacks Investment Management’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
2023
Q3 		– Sell
-31,911
Closed -$513K – 677
2023
Q2 		$513K Sell
31,911
-6,607
-17% -$109K 0.01% 457
2023
Q1 		$671K Buy
38,518
+26,959
+233% +$384K 0.01% 418
2022
Q4 		$107K Buy
+11,559
New +$108K ﹤0.01% 576

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zacks Investment Management's NEO Position: Q3 2023 in Review

Zacks Investment Management sold out of NeoGenomics (NEO) in Q3 2023, closing a stake of 31,911 shares — an estimated $513K sold.

Zacks Investment Management first reported a position in NEO in Q4 2022 and held it in 3 quarters. The position peaked at $671K in Q1 2023. 283 funds tracked by Wall St. Rank hold NEO as of Q3 2023.

  • Zacks Investment Management reported no remaining NeoGenomics position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 31,911 NeoGenomics shares in Q3 2023, an estimated $513K.
  • Zacks Investment Management first reported a position in NeoGenomics in Q4 2022 and held it in 3 quarters.
  • Zacks Investment Management's NeoGenomics position peaked at $671K in Q1 2023.
  • 283 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.