Bank of Montreal
CLOV icon

Bank of Montreal’s Clover Health Investments CLOV Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-18,550
Closed -$24.5K – 3898
2024
Q2 		$24.5K Buy
18,550
+500
+3% +$449 ﹤0.01% 3557
2024
Q1 		$14.3K Hold
18,050
– – ﹤0.01% 3655
2023
Q4 		$18K Sell
18,050
-632
-3% -$621 ﹤0.01% 3737
2023
Q3 		$21.5K Sell
18,682
-1,368
-7% -$1.63K ﹤0.01% 3556
2023
Q2 		$18.4K Sell
20,050
-14,585
-42% -$12.9K ﹤0.01% 3727
2023
Q1 		$30.1K Buy
34,635
+3,228
+10% +$3.53K ﹤0.01% 3460
2022
Q4 		$29.4K Sell
31,407
-893
-3% -$1.19K ﹤0.01% 3635
2022
Q3 		$58 Sell
32,300
-295
-0.9% -$773 ﹤0.01% 3596
2022
Q2 		$77 Sell
32,595
-308,164
-90% -$819K ﹤0.01% 3523
2022
Q1 		$1.24M Sell
340,759
-200,641
-37% -$582K ﹤0.01% 2198
2021
Q4 		$2.08M Buy
541,400
+527,800
+3,881% +$3.24M ﹤0.01% 1573
2021
Q3 		$101K Buy
+13,600
New +$116K ﹤0.01% 3449
2021
Q2 		– Sell
-331,291
Closed -$2.93M – 3891
2021
Q1 		$2.93M Buy
331,291
+311,260
+1,554% +$3.51M ﹤0.01% 1600
2020
Q4 		$300K Sell
20,031
-979,969
-98% -$10.9M ﹤0.01% 2995
2020
Q3 		$11M Hold
1,000,000
– – 0.01% 819
2020
Q2 		$11M Buy
+1,000,000
New +$10.8M 0.01% 801

Other funds holding CLOV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of Montreal's CLOV Position: Q3 2024 in Review

Bank of Montreal sold out of Clover Health Investments (CLOV) in Q3 2024, closing a stake of 18,550 shares — an estimated $24.5K sold.

Bank of Montreal first reported a position in CLOV in Q2 2020 and held it in 16 quarters. The position peaked at $11M in Q2 2020. 159 funds tracked by Wall St. Rank hold CLOV as of Q3 2024.

  • Bank of Montreal reported no remaining Clover Health Investments position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 18,550 Clover Health Investments shares in Q3 2024, an estimated $24.5K.
  • Bank of Montreal first reported a position in Clover Health Investments in Q2 2020 and held it in 16 quarters.
  • Bank of Montreal's Clover Health Investments position peaked at $11M in Q2 2020.
  • 159 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.