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Berman Capital Advisors’s Clover Health Investments CLOV Stock Holding History

Berman Capital Advisors’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
2021
Q2 		– Sell
-363
Closed -$2K – 1914
2021
Q1 		$2K Buy
+363
New +$4.1K ﹤0.01% 1488

Other funds holding CLOV

GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Berman Capital Advisors's CLOV Position: Q2 2021 in Review

Berman Capital Advisors sold out of Clover Health Investments (CLOV) in Q2 2021, closing a stake of 363 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in CLOV in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 148 funds tracked by Wall St. Rank hold CLOV as of Q2 2021.

  • Berman Capital Advisors reported no remaining Clover Health Investments position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 363 Clover Health Investments shares in Q2 2021, an estimated $2K.
  • Berman Capital Advisors first reported a position in Clover Health Investments in Q1 2021 and held it in 1 quarter.
  • Berman Capital Advisors's Clover Health Investments position peaked at $2K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.