Politan Capital Management’s Centene CNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437M | Sell |
8,043,255
-488,476
| -6% | -$26.5M | 31.36% | 2 |
|
|
2025
Q1 | $518M | Sell |
8,531,731
-240,703
| -3% | -$14.6M | 35.19% | 2 |
|
|
2024
Q4 | $531M | Sell |
8,772,434
-3,362,610
| -28% | -$204M | 34.44% | 2 |
|
|
2024
Q3 | $914M | Hold |
12,135,044
| – | – | 51.58% | 1 |
|
|
2024
Q2 | $805M | Sell |
12,135,044
-2,239
| -0% | -$148K | 49.03% | 1 |
|
|
2024
Q1 | $953M | Hold |
12,137,283
| – | – | 49.54% | 1 |
|
|
2023
Q4 | $901M | Hold |
12,137,283
| – | – | 51.43% | 1 |
|
|
2023
Q3 | $836M | Hold |
12,137,283
| – | – | 56.64% | 1 |
|
|
2023
Q2 | $819M | Sell |
12,137,283
-1,247,097
| -9% | -$84.1M | 48.51% | 1 |
|
|
2023
Q1 | $846M | Buy |
13,384,380
+269,800
| +2% | +$17.1M | 49.17% | 2 |
|
|
2022
Q4 | $1.08B | Buy |
13,114,580
+200,172
| +2% | +$16.4M | 60.53% | 1 |
|
|
2022
Q3 | $1B | Hold |
12,914,408
| – | – | 60.49% | 1 |
|
|
2022
Q2 | $1.09B | Hold |
12,914,408
| – | – | 100% | 1 |
|
|
2022
Q1 | $1.09B | Buy |
12,914,408
+233,000
| +2% | +$19.6M | 100% | 1 |
|
|
2021
Q4 | $1.04B | Buy |
+12,681,408
| New | +$1.04B | 100% | 1 |
|