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Baystate Wealth Management’s Clover Health Investments CLOV Stock Holding History

Baystate Wealth Management’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$190 Hold
200
– – ﹤0.01% 1269
2023
Q3 		$216 Hold
200
– – ﹤0.01% 980
2023
Q2 		$179 Hold
200
– – ﹤0.01% 1014
2023
Q1 		$169 Buy
+200
New +$219 ﹤0.01% 1005

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Baystate Wealth Management's CLOV Position: Q4 2023 in Review

Baystate Wealth Management held its Clover Health Investments (CLOV) position steady in Q4 2023 at 200 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Baystate Wealth Management first reported a position in CLOV in Q1 2023 and has held it in 4 quarters since. The position peaked at $216 in Q3 2023. 144 funds tracked by Wall St. Rank hold CLOV as of Q4 2023.

  • Baystate Wealth Management held 200 shares of Clover Health Investments worth $190 as of Q4 2023.
  • Baystate Wealth Management left its Clover Health Investments share count unchanged in Q4 2023.
  • Clover Health Investments made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1269 holding.
  • Baystate Wealth Management first reported a position in Clover Health Investments in Q1 2023 and has held it in 4 quarters since.
  • Baystate Wealth Management's Clover Health Investments position peaked at $216 in Q3 2023.
  • 144 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.