Ladenburg Thalmann Financial Services’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$5K	Buy	241 +80	+50%	+$1.34K	﹤0.01%	4816
2019 Q3	$3K	Hold	161	–	–	﹤0.01%	4912
2019 Q2	$2K	Hold	161	–	–	﹤0.01%	5037
2019 Q1	$2K	Hold	161	–	–	﹤0.01%	4994
2018 Q4	$2K	Hold	161	–	–	﹤0.01%	4963
2018 Q3	$2K	Sell	161 -14	-8%	-$152	﹤0.01%	4928
2018 Q2	$2K	Hold	175	–	–	﹤0.01%	4912
2018 Q1	$2K	Buy	175 +60	+52%	+$752	﹤0.01%	4912
2017 Q4	$2K	Hold	115	–	–	﹤0.01%	4823
2017 Q3	$2K	Hold	115	–	–	﹤0.01%	4716
2017 Q2	$2K	Hold	115	–	–	﹤0.01%	4647
2017 Q1	$1K	Hold	115	–	–	﹤0.01%	4778
2016 Q4	$1K	Hold	115	–	–	﹤0.01%	4751
2016 Q3	$2K	Buy	115 +38	+49%	+$631	﹤0.01%	4535
2016 Q2	$1K	Buy	+77	New	+$1.38K	﹤0.01%	4651

Other funds holding INOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INOV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Inovalon Holdings, Inc. Class A Common Stock (INOV) stake by 50% in Q4 2019, buying an estimated $1.34K and bringing the position to 241 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4816.

Ladenburg Thalmann Financial Services first reported a position in INOV in Q2 2016 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold INOV as of Q4 2019.

Ladenburg Thalmann Financial Services held 241 shares of Inovalon Holdings, Inc. Class A Common Stock worth $5K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 80 Inovalon Holdings, Inc. Class A Common Stock shares in Q4 2019, an estimated $1.34K.
Inovalon Holdings, Inc. Class A Common Stock made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4816 holding.
Ladenburg Thalmann Financial Services first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q2 2016 and has held it in 15 quarters since.
143 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.