KFP
CLOV icon

Keener Financial Planning’s Clover Health Investments CLOV Stock Holding History

Keener Financial Planning’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
Q1 		– Sell
-20
Closed – – 195
2023
Q4 		$0 Buy
+20
New +$20 ﹤0.01% 179

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Keener Financial Planning's CLOV Position: Q1 2024 in Review

Keener Financial Planning sold out of Clover Health Investments (CLOV) in Q1 2024, closing a stake of 20 shares.

Keener Financial Planning first reported a position in CLOV in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 137 funds tracked by Wall St. Rank hold CLOV as of Q1 2024.

  • Keener Financial Planning reported no remaining Clover Health Investments position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 20 Clover Health Investments shares in Q1 2024.
  • Keener Financial Planning first reported a position in Clover Health Investments in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's Clover Health Investments position peaked at $0 in Q4 2023.
  • 137 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.