WT
INOV

Whittier Trust’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Whittier Trust’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
Q2 		– Sell
-65
Closed -$1K – 1489
2019
Q1 		$1K Buy
+65
New +$880 ﹤0.01% 1390

Other funds holding INOV

BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whittier Trust's INOV Position: Q2 2019 in Review

Whittier Trust sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2019, closing a stake of 65 shares — an estimated $1K sold.

Whittier Trust first reported a position in INOV in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 111 funds tracked by Wall St. Rank hold INOV as of Q2 2019.

  • Whittier Trust reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • Whittier Trust sold 65 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2019, an estimated $1K.
  • Whittier Trust first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q1 2019 and held it in 1 quarter.
  • Whittier Trust's Inovalon Holdings, Inc. Class A Common Stock position peaked at $1K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2019.

Based on Whittier Trust's 13F filing for Q2 2019, filed 23 Jul 2019.