Stifel Financial
INOV

Stifel Financial’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Stifel Financial’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
2018
Q2 		– Sell
-36,143
Closed -$392K – 2807
2018
Q1 		$392K Buy
36,143
+4,448
+14% +$55.7K ﹤0.01% 2109
2017
Q4 		$464K Sell
31,695
-54
-0.2% -$859 ﹤0.01% 1958
2017
Q3 		$544K Buy
31,749
+1,028
+3% +$14.4K ﹤0.01% 1833
2017
Q2 		$397K Sell
30,721
-100
-0.3% -$1.3K ﹤0.01% 1995
2017
Q1 		$382K Buy
30,821
+726
+2% +$8.41K ﹤0.01% 1968
2016
Q4 		$312K Buy
30,095
+1,908
+7% +$26K ﹤0.01% 2017
2016
Q3 		$401K Buy
28,187
+6,598
+31% +$110K ﹤0.01% 1841
2016
Q2 		$389K Buy
+21,589
New +$386K ﹤0.01% 1897

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Stifel Financial's INOV Position: Q2 2018 in Review

Stifel Financial sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2018, closing a stake of 36,143 shares — an estimated $392K sold.

Stifel Financial first reported a position in INOV in Q2 2016 and held it in 8 quarters. The position peaked at $544K in Q3 2017. 109 funds tracked by Wall St. Rank hold INOV as of Q2 2018.

  • Stifel Financial reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
  • Stifel Financial sold 36,143 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2018, an estimated $392K.
  • Stifel Financial first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q2 2016 and held it in 8 quarters.
  • Stifel Financial's Inovalon Holdings, Inc. Class A Common Stock position peaked at $544K in Q3 2017.
  • 109 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2018.

Based on Stifel Financial's 13F filing for Q2 2018, filed 14 Aug 2018.