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

Brainard 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
2023
Q1 		$17.5K Hold
20,683
– – 0.01% 98
2022
Q4 		$19.2K Buy
+20,683
New +$27.6K 0.02% 106

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Brainard Capital Management's CLOV Position: Q1 2023 in Review

Brainard Capital Management held its Clover Health Investments (CLOV) position steady in Q1 2023 at 20,683 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #98.

Brainard Capital Management first reported a position in CLOV in Q4 2022 and has held it in 2 quarters since. The position peaked at $19.2K in Q4 2022. 157 funds tracked by Wall St. Rank hold CLOV as of Q1 2023.

  • Brainard Capital Management held 20,683 shares of Clover Health Investments worth $17.5K as of Q1 2023.
  • Brainard Capital Management left its Clover Health Investments share count unchanged in Q1 2023.
  • Clover Health Investments made up 0.01% of Brainard Capital Management's portfolio in Q1 2023, its #98 holding.
  • Brainard Capital Management first reported a position in Clover Health Investments in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Clover Health Investments position peaked at $19.2K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.