KFI
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Key Financial Inc’s Clover Health Investments CLOV Stock Holding History

Key Financial Inc’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
Q3 		– Sell
-343
Closed -$308 – 1355
2023
Q2 		$308 Buy
+343
New +$304 ﹤0.01% 1331

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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
Citadel Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Key Financial Inc's CLOV Position: Q3 2023 in Review

Key Financial Inc sold out of Clover Health Investments (CLOV) in Q3 2023, closing a stake of 343 shares — an estimated $308 sold.

Key Financial Inc first reported a position in CLOV in Q2 2023 and held it in 1 quarter. The position peaked at $308 in Q2 2023. 143 funds tracked by Wall St. Rank hold CLOV as of Q3 2023.

  • Key Financial Inc reported no remaining Clover Health Investments position as of Q3 2023 after selling out during the quarter.
  • Key Financial Inc sold 343 Clover Health Investments shares in Q3 2023, an estimated $308.
  • Key Financial Inc first reported a position in Clover Health Investments in Q2 2023 and held it in 1 quarter.
  • Key Financial Inc's Clover Health Investments position peaked at $308 in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.