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Charter Oak Capital Management’s Clover Health Investments CLOV Stock Holding History

Charter Oak 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
2021
Q2 		– Sell
-30
Closed – – 812
2021
Q1 		$0 Buy
+30
New +$339 ﹤0.01% 790

Other funds holding CLOV

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Baillie Gifford & Co
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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

Charter Oak Capital Management's CLOV Position: Q2 2021 in Review

Charter Oak Capital Management sold out of Clover Health Investments (CLOV) in Q2 2021, closing a stake of 30 shares.

Charter Oak Capital Management first reported a position in CLOV in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 147 funds tracked by Wall St. Rank hold CLOV as of Q2 2021.

  • Charter Oak Capital Management reported no remaining Clover Health Investments position as of Q2 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 30 Clover Health Investments shares in Q2 2021.
  • Charter Oak Capital Management first reported a position in Clover Health Investments in Q1 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's Clover Health Investments position peaked at $0 in Q1 2021.
  • 147 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2021.

Based on Charter Oak Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.