RMP
CLOV icon

Richards, Merrill & Peterson’s Clover Health Investments CLOV Stock Holding History

Richards, Merrill & Peterson’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 -$17.9K – 245
2025
Q1 		$17.9K Hold
5,000
– – 0.01% 348
2024
Q4 		$15.8K Buy
+5,000
New +$17.9K 0.01% 349

Other funds holding CLOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Richards, Merrill & Peterson's CLOV Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Clover Health Investments (CLOV) in Q2 2025, closing a stake of 5,000 shares — an estimated $17.9K sold.

Richards, Merrill & Peterson first reported a position in CLOV in Q4 2024 and held it in 2 quarters. The position peaked at $17.9K in Q1 2025. 200 funds tracked by Wall St. Rank hold CLOV as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Clover Health Investments position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 5,000 Clover Health Investments shares in Q2 2025, an estimated $17.9K.
  • Richards, Merrill & Peterson first reported a position in Clover Health Investments in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Clover Health Investments position peaked at $17.9K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.