Abacus Planning Group’s Clover Health Investments CLOV Stock Holding History

Abacus Planning Group’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
2025 Q4	–	Sell	-14,181	Closed	-$43.4K	–	271
2025 Q3	$43.4K	Hold	14,181	–	–	0.01%	259
2025 Q2	$39.6K	Hold	14,181	–	–	0.01%	247
2025 Q1	$50.9K	Hold	14,181	–	–	0.01%	233
2024 Q4	$44.7K	Hold	14,181	–	–	0.01%	222
2024 Q3	$40K	Hold	14,181	–	–	0.01%	218
2024 Q2	$17.4K	Hold	14,181	–	–	﹤0.01%	217
2024 Q1	$11.3K	Hold	14,181	–	–	﹤0.01%	209
2023 Q4	$13.5K	Hold	14,181	–	–	﹤0.01%	202
2023 Q3	$15.3K	Hold	14,181	–	–	﹤0.01%	189
2023 Q2	$12.7K	Hold	14,181	–	–	﹤0.01%	199
2023 Q1	$12K	Hold	14,181	–	–	﹤0.01%	192
2022 Q4	$13.2K	Hold	14,181	–	–	﹤0.01%	180
2022 Q3	$24K	Hold	14,181	–	–	0.01%	175
2022 Q2	$30K	Hold	14,181	–	–	0.01%	190
2022 Q1	$50K	Hold	14,181	–	–	0.01%	204
2021 Q4	$53K	Hold	14,181	–	–	0.01%	210
2021 Q3	$105K	Buy	+14,181	New	+$121K	0.03%	183

Other funds holding CLOV

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Abacus Planning Group's CLOV Position: Q4 2025 in Review

Abacus Planning Group sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 14,181 shares — an estimated $43.4K sold.

Abacus Planning Group first reported a position in CLOV in Q3 2021 and held it in 17 quarters. The position peaked at $105K in Q3 2021. 192 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

Abacus Planning Group reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
Abacus Planning Group sold 14,181 Clover Health Investments shares in Q4 2025, an estimated $43.4K.
Abacus Planning Group first reported a position in Clover Health Investments in Q3 2021 and held it in 17 quarters.
Abacus Planning Group's Clover Health Investments position peaked at $105K in Q3 2021.
192 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on Abacus Planning Group's 13F filing for Q4 2025, filed 16 Jan 2026.