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

Tompkins 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	-1,368	Closed	-$15K	–	441
2018 Q1	$15K	Buy	+1,368	New	+$17.1K	﹤0.01%	341
2017 Q4	–	Sell	-1,360	Closed	-$23K	–	454
2017 Q3	$23K	Hold	1,360	–	–	0.01%	288
2017 Q2	$18K	Hold	1,360	–	–	﹤0.01%	289
2017 Q1	$17K	Hold	1,360	–	–	﹤0.01%	289
2016 Q4	$14K	Hold	1,360	–	–	﹤0.01%	302
2016 Q3	$20K	Buy	1,360 +405	+42%	+$6.73K	0.01%	278
2016 Q2	$17K	Buy	+955	New	+$17.1K	0.01%	344

Other funds holding INOV

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

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

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

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

Tompkins Financial's INOV Position: Q2 2018 in Review

Tompkins Financial sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2018, closing a stake of 1,368 shares — an estimated $15K sold.

Tompkins Financial first reported a position in INOV in Q2 2016 and held it in 7 quarters. The position peaked at $23K in Q3 2017. 109 funds tracked by Wall St. Rank hold INOV as of Q2 2018.

Tompkins Financial reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
Tompkins Financial sold 1,368 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2018, an estimated $15K.
Tompkins Financial first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q2 2016 and held it in 7 quarters.
Tompkins Financial's Inovalon Holdings, Inc. Class A Common Stock position peaked at $23K in Q3 2017.
109 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2018.

Based on Tompkins Financial's 13F filing for Q2 2018, filed 18 Jul 2018.