Lee Financial Group Hawaii’s Clover Health Investments CLOV Stock Holding History

Lee Financial Group Hawaii’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 Q4	–	Sell	-14,000	Closed	-$15.1K	–	31
2023 Q3	$15.1K	Hold	14,000	–	–	0.01%	30
2023 Q2	$11.8K	Hold	14,000	–	–	0.01%	30
2023 Q1	$11.8K	Hold	14,000	–	–	0.01%	31
2022 Q4	$13K	Sell	14,000 -26,800	-66%	-$35.8K	0.01%	31
2022 Q3	$24M	Buy	40,800 +16,800	+70%	+$44K	19.31%	1
2022 Q2	$51K	Buy	24,000 +23,915	+28,135%	+$63.6K	0.05%	34
2022 Q1	$24M	Buy	+85	New	+$246	16.36%	1

Other funds holding CLOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Lee Financial Group Hawaii's CLOV Position: Q4 2023 in Review

Lee Financial Group Hawaii sold out of Clover Health Investments (CLOV) in Q4 2023, closing a stake of 14,000 shares — an estimated $15.1K sold.

Lee Financial Group Hawaii first reported a position in CLOV in Q1 2022 and held it in 7 quarters. The position peaked at $24M in Q3 2022. 144 funds tracked by Wall St. Rank hold CLOV as of Q4 2023.

Lee Financial Group Hawaii reported no remaining Clover Health Investments position as of Q4 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 14,000 Clover Health Investments shares in Q4 2023, an estimated $15.1K.
Lee Financial Group Hawaii first reported a position in Clover Health Investments in Q1 2022 and held it in 7 quarters.
Lee Financial Group Hawaii's Clover Health Investments position peaked at $24M in Q3 2022.
144 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2023, filed 23 Jan 2024.