CIBC Private Wealth Group’s Clover Health Investments CLOV Stock Holding History

CIBC Private Wealth 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 Q2	–	Sell	-5,000	Closed	-$16.4K	–	3068
2025 Q1	$17.4K	Sell	5,000 -5,000	-50%	-$20.1K	﹤0.01%	2053
2024 Q4	$36.4K	Sell	10,000 -4,000	-29%	-$14.3K	﹤0.01%	1800
2024 Q3	$39.5K	Hold	14,000	–	–	﹤0.01%	1861
2024 Q2	$18.6K	Buy	14,000 +3,000	+27%	+$2.69K	﹤0.01%	2056
2024 Q1	$8.47K	Buy	11,000 +1,000	+10%	+$910	﹤0.01%	2341
2023 Q4	$9.52K	Hold	10,000	–	–	﹤0.01%	1133
2023 Q3	$10.8K	Buy	+10,000	New	+$11.9K	﹤0.01%	1069

Other funds holding CLOV

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CIBC Private Wealth Group's CLOV Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Clover Health Investments (CLOV) in Q2 2025, closing a stake of 5,000 shares — an estimated $16.4K sold.

CIBC Private Wealth Group first reported a position in CLOV in Q3 2023 and held it in 7 quarters. The position peaked at $39.5K in Q3 2024. 200 funds tracked by Wall St. Rank hold CLOV as of Q2 2025.

CIBC Private Wealth Group reported no remaining Clover Health Investments position as of Q2 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 5,000 Clover Health Investments shares in Q2 2025, an estimated $16.4K.
CIBC Private Wealth Group first reported a position in Clover Health Investments in Q3 2023 and held it in 7 quarters.
CIBC Private Wealth Group's Clover Health Investments position peaked at $39.5K in Q3 2024.
200 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.