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Carroll Financial Associates’s Clarivate CLVT Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$9K Buy
378
+151
+67% +$3.5K ﹤0.01% 1186
2021
Q3 		$4K Hold
227
– – ﹤0.01% 1406
2021
Q2 		$6K Sell
227
-69
-23% -$1.9K ﹤0.01% 1394
2021
Q1 		$7K Buy
+296
New +$8.1K ﹤0.01% 1293

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carroll Financial Associates's CLVT Position: Q4 2021 in Review

Carroll Financial Associates increased its Clarivate (CLVT) stake by 67% in Q4 2021, buying an estimated $3.5K and bringing the position to 378 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Carroll Financial Associates first reported a position in CLVT in Q1 2021 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold CLVT as of Q4 2021.

  • Carroll Financial Associates held 378 shares of Clarivate worth $9K as of Q4 2021.
  • Carroll Financial Associates bought 151 Clarivate shares in Q4 2021, an estimated $3.5K.
  • Clarivate made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1186 holding.
  • Carroll Financial Associates first reported a position in Clarivate in Q1 2021 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Clarivate as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.