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Legacy Advisors’s Clover Health Investments CLOV Stock Holding History

Legacy Advisors’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
-20,258
Closed -$21.9K – 310
2023
Q3 		$21.9K Hold
20,258
– – ﹤0.01% 279
2023
Q2 		$18.2K Hold
20,258
– – ﹤0.01% 266
2023
Q1 		$17.1K Hold
20,258
– – ﹤0.01% 252
2022
Q4 		$18.8K Hold
20,258
– – ﹤0.01% 242
2022
Q3 		$34K Hold
20,258
– – 0.01% 225
2022
Q2 		$43K Hold
20,258
– – 0.01% 218
2022
Q1 		$72K Hold
20,258
– – 0.01% 213
2021
Q4 		$75K Hold
20,258
– – 0.03% 131
2021
Q3 		$150K Buy
+20,258
New +$173K 0.06% 127

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Legacy Advisors's CLOV Position: Q4 2023 in Review

Legacy Advisors sold out of Clover Health Investments (CLOV) in Q4 2023, closing a stake of 20,258 shares — an estimated $21.9K sold.

Legacy Advisors first reported a position in CLOV in Q3 2021 and held it in 9 quarters. The position peaked at $150K in Q3 2021. 144 funds tracked by Wall St. Rank hold CLOV as of Q4 2023.

  • Legacy Advisors reported no remaining Clover Health Investments position as of Q4 2023 after selling out during the quarter.
  • Legacy Advisors sold 20,258 Clover Health Investments shares in Q4 2023, an estimated $21.9K.
  • Legacy Advisors first reported a position in Clover Health Investments in Q3 2021 and held it in 9 quarters.
  • Legacy Advisors's Clover Health Investments position peaked at $150K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2023.

Based on Legacy Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.