Creative Planning’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Creative Planning’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	-32,596	Closed	-$543K	–	2176
2020 Q1	$543K	Sell	32,596 -22,620	-41%	-$429K	﹤0.01%	902
2019 Q4	$1.04M	Buy	+55,216	New	+$924K	﹤0.01%	775
2018 Q1	–	Sell	-10,116	Closed	-$152K	–	2161
2017 Q4	$152K	Buy	+10,116	New	+$161K	﹤0.01%	1673
2017 Q3	–	Sell	-4,441	Closed	-$58K	–	4076
2017 Q2	$58K	Buy	4,441 +4,225	+1,956%	+$54.8K	﹤0.01%	2411
2017 Q1	$3K	Sell	216 -300	-58%	-$3.48K	﹤0.01%	4211
2016 Q4	$5K	Buy	516 +116	+29%	+$1.58K	﹤0.01%	3998
2016 Q3	$6K	Hold	400	–	–	﹤0.01%	3838
2016 Q2	$7K	Hold	400	–	–	﹤0.01%	3488
2016 Q1	$7K	Hold	400	–	–	﹤0.01%	3441
2015 Q4	$7K	Hold	400	–	–	﹤0.01%	3541
2015 Q3	$8K	Buy	+400	New	+$9.28K	﹤0.01%	3378
2015 Q2	–	Sell	-200	Closed	-$6K	–	3355
2015 Q1	$6K	Buy	+200	New	+$6K	﹤0.01%	3483

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

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

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

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

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

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

Creative Planning's INOV Position: Q2 2020 in Review

Creative Planning sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2020, closing a stake of 32,596 shares — an estimated $543K sold.

Creative Planning first reported a position in INOV in Q1 2015 and held it in 12 quarters. The position peaked at $1.04M in Q4 2019. 156 funds tracked by Wall St. Rank hold INOV as of Q2 2020.

Creative Planning reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 32,596 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2020, an estimated $543K.
Creative Planning first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q1 2015 and held it in 12 quarters.
Creative Planning's Inovalon Holdings, Inc. Class A Common Stock position peaked at $1.04M in Q4 2019.
156 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.