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Cavalier Investments’s Inogen INGN Stock Holding History

Cavalier Investments’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,150
Closed -$267K – 141
2018
Q4 		$267K Hold
2,150
– – 0.09% 135
2018
Q3 		$525K Buy
+2,150
New +$497K 0.15% 115
2016
Q1 		– Sell
-15,300
Closed -$613K – 116
2015
Q4 		$613K Hold
15,300
– – 0.36% 52
2015
Q3 		$743K Buy
+15,300
New +$726K 0.62% 27

Other funds holding INGN

NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cavalier Investments's INGN Position: Q1 2019 in Review

Cavalier Investments sold out of Inogen (INGN) in Q1 2019, closing a stake of 2,150 shares — an estimated $267K sold.

Cavalier Investments first reported a position in INGN in Q3 2015 and held it in 4 quarters. The position peaked at $743K in Q3 2015. 239 funds tracked by Wall St. Rank hold INGN as of Q1 2019.

  • Cavalier Investments reported no remaining Inogen position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 2,150 Inogen shares in Q1 2019, an estimated $267K.
  • Cavalier Investments first reported a position in Inogen in Q3 2015 and held it in 4 quarters.
  • Cavalier Investments's Inogen position peaked at $743K in Q3 2015.
  • 239 funds tracked by Wall St. Rank held Inogen as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.