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Phoenix Financial’s Clover Health Investments CLOV Stock Holding History

Phoenix Financial’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
-39,000
Closed -$123K – 382
2024
Q4 		$123K Buy
39,000
+2,500
+7% +$8.94K ﹤0.01% 353
2024
Q3 		$103K Buy
36,500
+6,500
+22% +$14.9K ﹤0.01% 351
2024
Q2 		$36.9K Hold
30,000
– – ﹤0.01% 338
2024
Q1 		$23.8K Buy
30,000
+5,145
+21% +$4.68K ﹤0.01% 403
2023
Q4 		$23.7K Buy
24,855
+11,355
+84% +$11.2K ﹤0.01% 322
2023
Q3 		$14.6K Hold
13,500
– – ﹤0.01% 312
2023
Q2 		$12.1K Buy
+13,500
New +$12K ﹤0.01% 300

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Phoenix Financial's CLOV Position: Q1 2025 in Review

Phoenix Financial sold out of Clover Health Investments (CLOV) in Q1 2025, closing a stake of 39,000 shares — an estimated $123K sold.

Phoenix Financial first reported a position in CLOV in Q2 2023 and held it in 7 quarters. The position peaked at $123K in Q4 2024. 202 funds tracked by Wall St. Rank hold CLOV as of Q1 2025.

  • Phoenix Financial reported no remaining Clover Health Investments position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 39,000 Clover Health Investments shares in Q1 2025, an estimated $123K.
  • Phoenix Financial first reported a position in Clover Health Investments in Q2 2023 and held it in 7 quarters.
  • Phoenix Financial's Clover Health Investments position peaked at $123K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.