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Concourse Financial Group Securities’s Clarivate CLVT Stock Holding History

Concourse Financial Group Securities’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
Q4 		– Sell
-173
Closed -$1.28K – 2290
2023
Q3 		$1.16K Buy
173
+78
+82% +$622 ﹤0.01% 2088
2023
Q2 		$905 Hold
95
– – ﹤0.01% 2152
2023
Q1 		$892 Buy
+95
New +$979 ﹤0.01% 2182
2021
Q1 		– Sell
-141
Closed -$3.86K – 2345
2020
Q4 		$4K Buy
141
+43
+44% +$1.27K ﹤0.01% 1963
2020
Q3 		$3K Buy
+98
New +$2.65K ﹤0.01% 1924

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Concourse Financial Group Securities's CLVT Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Clarivate (CLVT) in Q4 2023, closing a stake of 173 shares — an estimated $1.28K sold.

Concourse Financial Group Securities first reported a position in CLVT in Q3 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 217 funds tracked by Wall St. Rank hold CLVT as of Q4 2023.

  • Concourse Financial Group Securities reported no remaining Clarivate position as of Q4 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 173 Clarivate shares in Q4 2023, an estimated $1.28K.
  • Concourse Financial Group Securities first reported a position in Clarivate in Q3 2020 and held it in 5 quarters.
  • Concourse Financial Group Securities's Clarivate position peaked at $4K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held Clarivate as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.