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Ballentine Partners’s Clover Health Investments CLOV Stock Holding History

Ballentine Partners’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
Q2 		– Sell
-43,867
Closed -$157K – 1005
2025
Q1 		$157K Buy
43,867
+2,371
+6% +$9.52K ﹤0.01% 835
2024
Q4 		$131K Buy
+41,496
New +$148K ﹤0.01% 817
2023
Q1 		– Sell
-31,221
Closed -$29K – 572
2022
Q4 		$29K Buy
+31,221
New +$41.7K ﹤0.01% 510

Other funds holding CLOV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ballentine Partners's CLOV Position: Q2 2025 in Review

Ballentine Partners sold out of Clover Health Investments (CLOV) in Q2 2025, closing a stake of 43,867 shares — an estimated $157K sold.

Ballentine Partners first reported a position in CLOV in Q4 2022 and held it in 3 quarters. The position peaked at $157K in Q1 2025. 200 funds tracked by Wall St. Rank hold CLOV as of Q2 2025.

  • Ballentine Partners reported no remaining Clover Health Investments position as of Q2 2025 after selling out during the quarter.
  • Ballentine Partners sold 43,867 Clover Health Investments shares in Q2 2025, an estimated $157K.
  • Ballentine Partners first reported a position in Clover Health Investments in Q4 2022 and held it in 3 quarters.
  • Ballentine Partners's Clover Health Investments position peaked at $157K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2025.

Based on Ballentine Partners's 13F filing for Q2 2025, filed 15 Jul 2025.