LM Advisors’s Clover Health Investments CLOV Stock Holding History

LM 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
2024 Q1	–	Sell	-1,000	Closed	-$952	–	301
2023 Q4	$952	Buy	+1,000	New	+$982	﹤0.01%	701

Other funds holding CLOV

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LM Advisors's CLOV Position: Q1 2024 in Review

LM Advisors sold out of Clover Health Investments (CLOV) in Q1 2024, closing a stake of 1,000 shares — an estimated $952 sold.

LM Advisors first reported a position in CLOV in Q4 2023 and held it in 1 quarter. The position peaked at $952 in Q4 2023. 137 funds tracked by Wall St. Rank hold CLOV as of Q1 2024.

LM Advisors reported no remaining Clover Health Investments position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,000 Clover Health Investments shares in Q1 2024, an estimated $952.
LM Advisors first reported a position in Clover Health Investments in Q4 2023 and held it in 1 quarter.
LM Advisors's Clover Health Investments position peaked at $952 in Q4 2023.
137 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.