EWM
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Evermay Wealth Management’s Clarivate CLVT Stock Holding History

Evermay Wealth 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
2024
Q4 		– Sell
-168
Closed -$1.19K – 583
2024
Q3 		$1.19K Hold
168
– – ﹤0.01% 559
2024
Q2 		$956 Sell
168
-3,986
-96% -$25.4K ﹤0.01% 569
2024
Q1 		$30.9K Buy
+4,154
New +$34.7K ﹤0.01% 390

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Evermay Wealth Management's CLVT Position: Q4 2024 in Review

Evermay Wealth Management sold out of Clarivate (CLVT) in Q4 2024, closing a stake of 168 shares — an estimated $1.19K sold.

Evermay Wealth Management first reported a position in CLVT in Q1 2024 and held it in 3 quarters. The position peaked at $30.9K in Q1 2024. 192 funds tracked by Wall St. Rank hold CLVT as of Q4 2024.

  • Evermay Wealth Management reported no remaining Clarivate position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 168 Clarivate shares in Q4 2024, an estimated $1.19K.
  • Evermay Wealth Management first reported a position in Clarivate in Q1 2024 and held it in 3 quarters.
  • Evermay Wealth Management's Clarivate position peaked at $30.9K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Clarivate as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.