Baird Financial Group
INNV icon

Baird Financial Group’s InnovAge Holding INNV Stock Holding History

Baird Financial Group’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-35,425
Closed -$755K – 1890
2021
Q2 		$755K Buy
+35,425
New +$811K ﹤0.01% 1285

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TCM
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MC
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baird Financial Group's INNV Position: Q3 2021 in Review

Baird Financial Group sold out of InnovAge Holding (INNV) in Q3 2021, closing a stake of 35,425 shares — an estimated $755K sold.

Baird Financial Group first reported a position in INNV in Q2 2021 and held it in 1 quarter. The position peaked at $755K in Q2 2021. 67 funds tracked by Wall St. Rank hold INNV as of Q3 2021.

  • Baird Financial Group reported no remaining InnovAge Holding position as of Q3 2021 after selling out during the quarter.
  • Baird Financial Group sold 35,425 InnovAge Holding shares in Q3 2021, an estimated $755K.
  • Baird Financial Group first reported a position in InnovAge Holding in Q2 2021 and held it in 1 quarter.
  • Baird Financial Group's InnovAge Holding position peaked at $755K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.