Berman Capital Advisors’s InnovAge Holding INNV Stock Holding History

Berman Capital Advisors’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	$0	Buy	+30	New	+$464	﹤0.01%	2141

Other funds holding INNV

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berman Capital Advisors's INNV Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in InnovAge Holding (INNV) in Q3 2021: 30 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2141 among its holdings.

67 funds tracked by Wall St. Rank hold INNV as of Q3 2021.

Berman Capital Advisors held 30 shares of InnovAge Holding worth $0 as of Q3 2021.
InnovAge Holding was a new Berman Capital Advisors position in Q3 2021.
InnovAge Holding made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2141 holding.
67 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.