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Summit Rock Advisors’s Clover Health Investments CLOV Stock Holding History

Summit Rock Advisors’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
2022
Q3 		– Sell
-210,639
Closed -$451K – 6
2022
Q2 		$451K Hold
210,639
– – 0.37% 6
2022
Q1 		$748K Hold
210,639
– – 0.46% 4
2021
Q4 		$784K Hold
210,639
– – 0.47% 4
2021
Q3 		$1.56M Buy
+210,639
New +$1.8M 0.92% 4

Other funds holding CLOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Summit Rock Advisors's CLOV Position: Q3 2022 in Review

Summit Rock Advisors sold out of Clover Health Investments (CLOV) in Q3 2022, closing a stake of 210,639 shares — an estimated $451K sold.

Summit Rock Advisors first reported a position in CLOV in Q3 2021 and held it in 4 quarters. The position peaked at $1.56M in Q3 2021. 175 funds tracked by Wall St. Rank hold CLOV as of Q3 2022.

  • Summit Rock Advisors reported no remaining Clover Health Investments position as of Q3 2022 after selling out during the quarter.
  • Summit Rock Advisors sold 210,639 Clover Health Investments shares in Q3 2022, an estimated $451K.
  • Summit Rock Advisors first reported a position in Clover Health Investments in Q3 2021 and held it in 4 quarters.
  • Summit Rock Advisors's Clover Health Investments position peaked at $1.56M in Q3 2021.
  • 175 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2022.

Based on Summit Rock Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.