Cape Investment Advisory’s Clover Health Investments CLOV Stock Holding History

Cape Investment Advisory’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	-590	Closed	-$1.86K	–	1149
2024 Q4	$1.86K	Buy	+590	New	+$2.11K	﹤0.01%	889
2024 Q3	–	Sell	-55	Closed	-$68	–	963
2024 Q2	$68	Buy	55 +30	+120%	+$27	﹤0.01%	916
2024 Q1	$20	Hold	25	–	–	﹤0.01%	927
2023 Q4	$24	Hold	25	–	–	﹤0.01%	1123
2023 Q3	$27	Hold	25	–	–	﹤0.01%	919
2023 Q2	$22	Hold	25	–	–	﹤0.01%	904
2023 Q1	$21	Buy	+25	New	+$27	﹤0.01%	956

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

Cape Investment Advisory's CLOV Position: Q1 2025 in Review

Cape Investment Advisory sold out of Clover Health Investments (CLOV) in Q1 2025, closing a stake of 590 shares — an estimated $1.86K sold.

Cape Investment Advisory first reported a position in CLOV in Q1 2023 and held it in 7 quarters. The position peaked at $1.86K in Q4 2024. 202 funds tracked by Wall St. Rank hold CLOV as of Q1 2025.

Cape Investment Advisory reported no remaining Clover Health Investments position as of Q1 2025 after selling out during the quarter.
Cape Investment Advisory sold 590 Clover Health Investments shares in Q1 2025, an estimated $1.86K.
Cape Investment Advisory first reported a position in Clover Health Investments in Q1 2023 and held it in 7 quarters.
Cape Investment Advisory's Clover Health Investments position peaked at $1.86K in Q4 2024.
202 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.