NEAIX
Needham Aggressive Growth Fund
1W: +1.4%
1M: +7.7%
3M: -15.2%
YTD: +26.3%
1Y: +31.1%
3Y: +109.5%
5Y: +109.2%
$79.72
+1.72 (+2.21%)
Weekly Expected Move ±3.6%
$72
$75
$78
$81
$84
Institutional Ownership — NEAIX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors | 0 | 0K | -3,911 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 3,911 | 312K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.