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Sugarloaf Wealth Management’s Clover Health Investments CLOV Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$3.15K Hold
1,000
– – ﹤0.01% 603
2024
Q3 		$2.82K Sell
1,000
-100
-9% -$229 ﹤0.01% 601
2024
Q2 		$1.35K Hold
1,100
– – ﹤0.01% 604
2024
Q1 		$873 Hold
1,100
– – ﹤0.01% 628
2023
Q4 		$1.05K Buy
1,100
+286
+35% +$281 ﹤0.01% 630
2023
Q3 		$879 Buy
814
+314
+63% +$374 ﹤0.01% 634
2023
Q2 		$449 Hold
500
– – ﹤0.01% 657
2023
Q1 		$423 Buy
500
+146
+41% +$160 ﹤0.01% 660
2022
Q4 		$329 Sell
354
-107
-23% -$143 ﹤0.01% 748
2022
Q3 		$1K Buy
461
+44
+11% +$115 ﹤0.01% 751
2022
Q2 		$1K Hold
417
– – ﹤0.01% 730
2022
Q1 		$1K Buy
417
+310
+290% +$899 ﹤0.01% 670
2021
Q4 		$0 Hold
107
– – ﹤0.01% 749
2021
Q3 		$1K Hold
107
– – ﹤0.01% 711
2021
Q2 		$1K Hold
107
– – ﹤0.01% 706
2021
Q1 		$1 Hold
107
– – ﹤0.01% 700
2020
Q4 		$2K Buy
+107
New +$1.19K ﹤0.01% 628

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sugarloaf Wealth Management's CLOV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Clover Health Investments (CLOV) position steady in Q4 2024 at 1,000 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Sugarloaf Wealth Management first reported a position in CLOV in Q4 2020 and has held it in 17 quarters since. 178 funds tracked by Wall St. Rank hold CLOV as of Q4 2024.

  • Sugarloaf Wealth Management held 1,000 shares of Clover Health Investments worth $3.15K as of Q4 2024.
  • Sugarloaf Wealth Management left its Clover Health Investments share count unchanged in Q4 2024.
  • Clover Health Investments made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #603 holding.
  • Sugarloaf Wealth Management first reported a position in Clover Health Investments in Q4 2020 and has held it in 17 quarters since.
  • 178 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.