Belfer Management’s Clover Health Investments CLOV Stock Holding History

Belfer Management’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	-10,787	Closed	-$33K	–	15
2025 Q3	$33K	Hold	10,787	–	–	0.46%	19
2025 Q2	$30.1K	Sell	10,787 -16,005	-60%	-$52.6K	0.46%	16
2025 Q1	$96.2K	Buy	26,792 +448	+2%	+$1.8K	1.67%	14
2024 Q4	$74.3K	Hold	26,344	–	–	1.18%	15
2024 Q3	$74.3K	Hold	26,344	–	–	1.2%	15
2024 Q2	$32.4K	Hold	26,344	–	–	0.61%	14
2024 Q1	$20.9K	Buy	26,344 +135	+0.5%	+$123	0.38%	15
2023 Q4	$25K	Hold	26,209	–	–	0.53%	14
2023 Q3	$28.3K	Buy	+26,209	New	+$31.2K	0.73%	12
2023 Q2	–	Sell	-16,017	Closed	-$13.5K	–	11
2023 Q1	$13.5K	Buy	16,017 +1,402	+10%	+$1.53K	0.35%	12
2022 Q4	$13.6K	Hold	14,615	–	–	0.46%	10
2022 Q3	$24.8K	Buy	+14,615	New	+$38.3K	0.91%	9

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

Belfer Management's CLOV Position: Q4 2025 in Review

Belfer Management sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 10,787 shares — an estimated $33K sold.

Belfer Management first reported a position in CLOV in Q3 2022 and held it in 12 quarters. The position peaked at $96.2K in Q1 2025. 192 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

Belfer Management reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
Belfer Management sold 10,787 Clover Health Investments shares in Q4 2025, an estimated $33K.
Belfer Management first reported a position in Clover Health Investments in Q3 2022 and held it in 12 quarters.
Belfer Management's Clover Health Investments position peaked at $96.2K in Q1 2025.
192 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on Belfer Management's 13F filing for Q4 2025, filed 3 Feb 2026.