Ethic Inc’s Clarivate CLVT Stock Holding History

Ethic Inc’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 Q1	$62.9K	Buy	+24,863	New	+$63.7K	﹤0.01%	1213
2025 Q4	–	Sell	-12,858	Closed	-$49.2K	–	1220
2025 Q3	$49.2K	Sell	12,858 -16,200	-56%	-$68K	﹤0.01%	1178
2025 Q2	$125K	Buy	29,058 +5,174	+22%	+$20.8K	﹤0.01%	1153
2025 Q1	$93.6K	Buy	23,884 +6,194	+35%	+$29.3K	﹤0.01%	1120
2024 Q4	$89.9K	Sell	17,690 -20,956	-54%	-$121K	﹤0.01%	1106
2024 Q3	$287K	Buy	38,646 +22,056	+133%	+$141K	0.01%	893
2024 Q2	$94.4K	Sell	16,590 -22,056	-57%	-$141K	﹤0.01%	1068
2024 Q1	$287K	Sell	38,646 -7,241	-16%	-$60.5K	0.01%	891
2023 Q4	$425K	Buy	45,887 +1,564	+4%	+$11.6K	0.01%	789
2023 Q3	$297K	Sell	44,323 -21,366	-33%	-$170K	0.01%	815
2023 Q2	$626K	Buy	65,689 +3,333	+5%	+$28.3K	0.02%	583
2023 Q1	$586K	Buy	62,356 +28,430	+84%	+$293K	0.02%	606
2022 Q4	$283K	Buy	33,926 +8,466	+33%	+$79.5K	0.02%	735
2022 Q3	$239K	Buy	25,460 +628	+3%	+$7.95K	0.02%	705
2022 Q2	$344K	Buy	+24,832	New	+$371K	0.02%	588

Other funds holding CLVT

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return