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Beese Fulmer Investment Management’s Clarivate CLVT Stock Holding History

Beese Fulmer Investment 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
2026
Q2 		– Sell
-17,078
Closed -$43.2K – 427
2026
Q1 		$43.2K Buy
17,078
+3,856
+29% +$9.87K ﹤0.01% 434
2025
Q4 		$44.2K Buy
+13,222
New +$47K ﹤0.01% 395

Other funds holding CLVT

IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SAM
Sagewood Asset Management New York $442M AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beese Fulmer Investment Management's CLVT Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 17,078 shares — an estimated $43.2K sold.

Beese Fulmer Investment Management first reported a position in CLVT in Q4 2025 and held it in 2 quarters. The position peaked at $44.2K in Q4 2025. 45 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 17,078 Clarivate shares in Q2 2026, an estimated $43.2K.
  • Beese Fulmer Investment Management first reported a position in Clarivate in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Clarivate position peaked at $44.2K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.