Security National Trust’s Clover Health Investments CLOV Stock Holding History

Security National Trust’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
2021 Q3	$33K	Hold	2,500	–	–	0.01%	290
2021 Q2	$33K	Hold	2,500	–	–	0.01%	298
2021 Q1	$19K	Hold	2,500	–	–	﹤0.01%	326
2020 Q4	$42K	Buy	2,500 +500	+25%	+$5.57K	0.01%	271
2020 Q3	$25K	Buy	+2,000	New	+$22.1K	0.01%	295

Other funds holding CLOV

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Security National Trust's CLOV Position: Q3 2021 in Review

Security National Trust held its Clover Health Investments (CLOV) position steady in Q3 2021 at 2,500 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #290.

Security National Trust first reported a position in CLOV in Q3 2020 and has held it in 5 quarters since. The position peaked at $42K in Q4 2020. 149 funds tracked by Wall St. Rank hold CLOV as of Q3 2021.

Security National Trust held 2,500 shares of Clover Health Investments worth $33K as of Q3 2021.
Security National Trust left its Clover Health Investments share count unchanged in Q3 2021.
Clover Health Investments made up 0.01% of Security National Trust's portfolio in Q3 2021, its #290 holding.
Security National Trust first reported a position in Clover Health Investments in Q3 2020 and has held it in 5 quarters since.
Security National Trust's Clover Health Investments position peaked at $42K in Q4 2020.
149 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.