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Andesa Financial Management’s Clarivate CLVT Stock Holding History

Andesa Financial Management’s Portfolio CLVT Stock Details CLVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$12.9K Sell
19,456
-4,033
-17% -$41.6K 0.01% 124
2022
Q4 		$196K Sell
23,489
-10,301
-30% -$96.7K 0.11% 139
2022
Q3 		$316K Buy
+33,790
New +$428K 0.11% 122

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Andesa Financial Management's CLVT Position: Q1 2023 in Review

Andesa Financial Management reduced its Clarivate (CLVT) stake by 17% in Q1 2023, selling an estimated $41.6K and leaving 19,456 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #124.

Andesa Financial Management first reported a position in CLVT in Q3 2022 and has held it in 3 quarters since. The position peaked at $316K in Q3 2022. 295 funds tracked by Wall St. Rank hold CLVT as of Q1 2023.

  • Andesa Financial Management held 19,456 shares of Clarivate worth $12.9K as of Q1 2023.
  • Andesa Financial Management sold 4,033 Clarivate shares in Q1 2023, an estimated $41.6K.
  • Clarivate made up 0.01% of Andesa Financial Management's portfolio in Q1 2023, its #124 holding.
  • Andesa Financial Management first reported a position in Clarivate in Q3 2022 and has held it in 3 quarters since.
  • Andesa Financial Management's Clarivate position peaked at $316K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held Clarivate as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.