Chase Investment Counsel’s Clarivate CLVT Stock Holding History

Chase Investment Counsel’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 Q1	–	Sell	-13,955	Closed	-$414K	–	105
2020 Q4	$414K	Sell	13,955 -55,680	-80%	-$1.65M	0.18%	68
2020 Q3	$2.16M	Sell	69,635 -7,059	-9%	-$191K	1.08%	41
2020 Q2	$1.71M	Sell	76,694 -10,163	-12%	-$230K	0.87%	48
2020 Q1	$1.8M	Buy	+86,857	New	+$1.74M	1.22%	32

Other funds holding CLVT

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Chase Investment Counsel's CLVT Position: Q1 2021 in Review

Chase Investment Counsel sold out of Clarivate (CLVT) in Q1 2021, closing a stake of 13,955 shares — an estimated $414K sold.

Chase Investment Counsel first reported a position in CLVT in Q1 2020 and held it in 4 quarters. The position peaked at $2.16M in Q3 2020. 189 funds tracked by Wall St. Rank hold CLVT as of Q1 2021.

Chase Investment Counsel reported no remaining Clarivate position as of Q1 2021 after selling out during the quarter.
Chase Investment Counsel sold 13,955 Clarivate shares in Q1 2021, an estimated $414K.
Chase Investment Counsel first reported a position in Clarivate in Q1 2020 and held it in 4 quarters.
Chase Investment Counsel's Clarivate position peaked at $2.16M in Q3 2020.
189 funds tracked by Wall St. Rank held Clarivate as of Q1 2021.

Based on Chase Investment Counsel's 13F filing for Q1 2021, filed 6 May 2021.