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
2023
Q1 		– Sell
-14,900
Closed -$13.9K – 3834
2022
Q4 		$13.9K Sell
14,900
-4,900
-25% -$6.54K ﹤0.01% 3740
2022
Q3 		$36 Hold
19,800
– – ﹤0.01% 3693
2022
Q2 		$47 Sell
19,800
-174,400
-90% -$464K ﹤0.01% 3637
2022
Q1 		$709K Buy
+194,200
New +$563K ﹤0.01% 2596
2021
Q4 		– Sell
-6,100
Closed -$45K – 3537
2021
Q3 		$45K Buy
+6,100
New +$52.2K ﹤0.01% 3572
2021
Q2 		– Sell
-330,300
Closed -$2.92M – 3892
2021
Q1 		$2.92M Buy
330,300
+311,600
+1,666% +$3.52M ﹤0.01% 1602
2020
Q4 		$280K Buy
+18,700
New +$208K ﹤0.01% 3032

Other funds holding CLOV

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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.