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Kore Private Wealth’s Clover Health Investments CLOV Stock Holding History

Kore Private Wealth’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
2022
Q3 		– Sell
-85,000
Closed -$182K – 273
2022
Q2 		$182K Buy
85,000
+20,000
+31% +$53.2K 0.03% 276
2022
Q1 		$231K Buy
65,000
+35,000
+117% +$101K 0.03% 285
2021
Q4 		$112K Buy
+30,000
New +$184K 0.01% 295

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kore Private Wealth's CLOV Position: Q3 2022 in Review

Kore Private Wealth sold out of Clover Health Investments (CLOV) in Q3 2022, closing a stake of 85,000 shares — an estimated $182K sold.

Kore Private Wealth first reported a position in CLOV in Q4 2021 and held it in 3 quarters. The position peaked at $231K in Q1 2022. 175 funds tracked by Wall St. Rank hold CLOV as of Q3 2022.

  • Kore Private Wealth reported no remaining Clover Health Investments position as of Q3 2022 after selling out during the quarter.
  • Kore Private Wealth sold 85,000 Clover Health Investments shares in Q3 2022, an estimated $182K.
  • Kore Private Wealth first reported a position in Clover Health Investments in Q4 2021 and held it in 3 quarters.
  • Kore Private Wealth's Clover Health Investments position peaked at $231K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.