Sterling Investment Advisors (Pennsylvania)’s Clover Health Investments CLOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,520
Closed -$17.8K 136
2023
Q3
$17.8K Hold
16,520
0.01% 130
2023
Q2
$14.8K Hold
16,520
﹤0.01% 136
2023
Q1
$14K Hold
16,520
﹤0.01% 132
2022
Q4
$15.4K Hold
16,520
0.01% 137
2022
Q3
$28K Buy
16,520
+3,500
+27% +$9.17K 0.01% 140
2022
Q2
$28K Buy
13,020
+13,000
+65,000% +$34.5K 0.01% 289
2022
Q1
$0 Hold
20
﹤0.01% 588
2021
Q4
$0 Hold
20
﹤0.01% 574
2021
Q3
$0 Hold
20
﹤0.01% 575
2021
Q2
$0 Buy
+20
New +$196 ﹤0.01% 542

Other funds holding CLOV

Sterling Investment Advisors (Pennsylvania)'s CLOV Position: Q4 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Clover Health Investments (CLOV) in Q4 2023, closing a stake of 16,520 shares — an estimated $17.8K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CLOV in Q2 2021 and held it in 10 quarters. The position peaked at $28K in Q3 2022. 144 funds tracked by Wall St. Rank hold CLOV as of Q4 2023.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Clover Health Investments position as of Q4 2023 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 16,520 Clover Health Investments shares in Q4 2023, an estimated $17.8K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Clover Health Investments in Q2 2021 and held it in 10 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Clover Health Investments position peaked at $28K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2023, filed 9 Feb 2024.