Avalon Investment & Advisory’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Avalon Investment & Advisory’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 Q4	–	Sell	-145,199	Closed	-$3.84M	–	356
2020 Q3	$3.84M	Sell	145,199 -19,553	-12%	-$458K	0.09%	138
2020 Q2	$3.17M	Sell	164,752 -47,875	-23%	-$849K	0.07%	153
2020 Q1	$3.54M	Sell	212,627 -15,768	-7%	-$299K	0.09%	151
2019 Q4	$4.3M	Buy	228,395 +2,623	+1%	+$43.9K	0.09%	155
2019 Q3	$3.7M	Sell	225,772 -2,749	-1%	-$43.9K	0.08%	170
2019 Q2	$3.32M	Buy	+228,521	New	+$3.1M	0.07%	175

Other funds holding INOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Avalon Investment & Advisory's INOV Position: Q4 2020 in Review

Avalon Investment & Advisory sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q4 2020, closing a stake of 145,199 shares — an estimated $3.84M sold.

Avalon Investment & Advisory first reported a position in INOV in Q2 2019 and held it in 6 quarters. The position peaked at $4.3M in Q4 2019. 174 funds tracked by Wall St. Rank hold INOV as of Q4 2020.

Avalon Investment & Advisory reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
Avalon Investment & Advisory sold 145,199 Inovalon Holdings, Inc. Class A Common Stock shares in Q4 2020, an estimated $3.84M.
Avalon Investment & Advisory first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q2 2019 and held it in 6 quarters.
Avalon Investment & Advisory's Inovalon Holdings, Inc. Class A Common Stock position peaked at $4.3M in Q4 2019.
174 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q4 2020.

Based on Avalon Investment & Advisory's 13F filing for Q4 2020, filed 8 Feb 2021.