Bleakley Financial Group’s Clover Health Investments CLOV Stock Holding History

Bleakley Financial 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 Q1	–	Sell	-20,000	Closed	-$63K	–	592
2024 Q4	$63K	Sell	20,000 -90	-0.4%	-$322	﹤0.01%	1007
2024 Q3	$56.7K	Buy	20,090 +9,988	+99%	+$22.9K	﹤0.01%	997
2024 Q2	$12.4K	Sell	10,102 -267	-3%	-$240	﹤0.01%	1011
2024 Q1	$8.23K	Sell	10,369 -705	-6%	-$641	﹤0.01%	995
2023 Q4	$10.5K	Hold	11,074	–	–	﹤0.01%	946
2023 Q3	$12K	Sell	11,074 -15	-0.1%	-$18	﹤0.01%	875
2023 Q2	$9.95K	Buy	+11,089	New	+$9.84K	﹤0.01%	922

Other funds holding CLOV

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bleakley Financial Group's CLOV Position: Q1 2025 in Review

Bleakley Financial Group sold out of Clover Health Investments (CLOV) in Q1 2025, closing a stake of 20,000 shares — an estimated $63K sold.

Bleakley Financial Group first reported a position in CLOV in Q2 2023 and held it in 7 quarters. The position peaked at $63K in Q4 2024. 202 funds tracked by Wall St. Rank hold CLOV as of Q1 2025.

Bleakley Financial Group reported no remaining Clover Health Investments position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 20,000 Clover Health Investments shares in Q1 2025, an estimated $63K.
Bleakley Financial Group first reported a position in Clover Health Investments in Q2 2023 and held it in 7 quarters.
Bleakley Financial Group's Clover Health Investments position peaked at $63K in Q4 2024.
202 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.