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Bourgeon Capital Management’s Clover Health Investments CLOV Stock Holding History

Bourgeon Capital 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
2024
Q4 		– Sell
-173,710
Closed -$490K – 120
2024
Q3 		$490K Buy
+173,710
New +$398K 0.09% 78

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Bourgeon Capital Management's CLOV Position: Q4 2024 in Review

Bourgeon Capital Management sold out of Clover Health Investments (CLOV) in Q4 2024, closing a stake of 173,710 shares — an estimated $490K sold.

Bourgeon Capital Management first reported a position in CLOV in Q3 2024 and held it in 1 quarter. The position peaked at $490K in Q3 2024. 178 funds tracked by Wall St. Rank hold CLOV as of Q4 2024.

  • Bourgeon Capital Management reported no remaining Clover Health Investments position as of Q4 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 173,710 Clover Health Investments shares in Q4 2024, an estimated $490K.
  • Bourgeon Capital Management first reported a position in Clover Health Investments in Q3 2024 and held it in 1 quarter.
  • Bourgeon Capital Management's Clover Health Investments position peaked at $490K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2024.

Based on Bourgeon Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.