EWM
INOV

Evercore Wealth Management’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Evercore Wealth Management’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
2017
Q3 		– Sell
-309
Closed -$4K – 965
2017
Q2 		$4K Buy
+309
New +$4.01K ﹤0.01% 918

Other funds holding INOV

BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's INOV Position: Q3 2017 in Review

Evercore Wealth Management sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q3 2017, closing a stake of 309 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in INOV in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 120 funds tracked by Wall St. Rank hold INOV as of Q3 2017.

  • Evercore Wealth Management reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 309 Inovalon Holdings, Inc. Class A Common Stock shares in Q3 2017, an estimated $4K.
  • Evercore Wealth Management first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Inovalon Holdings, Inc. Class A Common Stock position peaked at $4K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.