AR
INOV

Advisory Research’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Advisory Research’s Portfolio INOV Stock Details INOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-41,348
Closed -$689K – 359
2020
Q1 		$689K Buy
41,348
+9,455
+30% +$179K 0.05% 163
2019
Q4 		$600K Buy
+31,893
New +$534K 0.03% 225

Other funds holding INOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Advisory Research's INOV Position: Q2 2020 in Review

Advisory Research sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2020, closing a stake of 41,348 shares — an estimated $689K sold.

Advisory Research first reported a position in INOV in Q4 2019 and held it in 2 quarters. The position peaked at $689K in Q1 2020. 156 funds tracked by Wall St. Rank hold INOV as of Q2 2020.

  • Advisory Research reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
  • Advisory Research sold 41,348 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2020, an estimated $689K.
  • Advisory Research first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q4 2019 and held it in 2 quarters.
  • Advisory Research's Inovalon Holdings, Inc. Class A Common Stock position peaked at $689K in Q1 2020.
  • 156 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.