CI
INOV

Cavalier Investments’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Cavalier Investments’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
-20,000
Closed -$333K – 141
2020
Q1 		$333K Hold
20,000
– – 0.2% 79
2019
Q4 		$376K Buy
+20,000
New +$335K 0.16% 97

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

Cavalier Investments's INOV Position: Q2 2020 in Review

Cavalier Investments sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2020, closing a stake of 20,000 shares — an estimated $333K sold.

Cavalier Investments first reported a position in INOV in Q4 2019 and held it in 2 quarters. The position peaked at $376K in Q4 2019. 156 funds tracked by Wall St. Rank hold INOV as of Q2 2020.

  • Cavalier Investments reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 20,000 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2020, an estimated $333K.
  • Cavalier Investments first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q4 2019 and held it in 2 quarters.
  • Cavalier Investments's Inovalon Holdings, Inc. Class A Common Stock position peaked at $376K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.