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Carroll Financial Associates’s Clover Health Investments CLOV Stock Holding History

Carroll Financial Associates’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
Q4 		$5K Hold
1,396
– – ﹤0.01% 1327
2021
Q3 		$10K Buy
1,396
+1,069
+327% +$9.15K ﹤0.01% 1203
2021
Q2 		$4K Buy
+327
New +$3.21K ﹤0.01% 1472

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GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carroll Financial Associates's CLOV Position: Q4 2021 in Review

Carroll Financial Associates held its Clover Health Investments (CLOV) position steady in Q4 2021 at 1,396 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Carroll Financial Associates first reported a position in CLOV in Q2 2021 and has held it in 3 quarters since. The position peaked at $10K in Q3 2021. 161 funds tracked by Wall St. Rank hold CLOV as of Q4 2021.

  • Carroll Financial Associates held 1,396 shares of Clover Health Investments worth $5K as of Q4 2021.
  • Carroll Financial Associates left its Clover Health Investments share count unchanged in Q4 2021.
  • Clover Health Investments made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1327 holding.
  • Carroll Financial Associates first reported a position in Clover Health Investments in Q2 2021 and has held it in 3 quarters since.
  • Carroll Financial Associates's Clover Health Investments position peaked at $10K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.