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Forum Financial Management’s Clarivate CLVT Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-18,259
Closed -$61K – 465
2025
Q4 		$61K Hold
18,259
– – ﹤0.01% 1003
2025
Q3 		$69.9K Sell
18,259
-93
-0.5% -$391 ﹤0.01% 998
2025
Q2 		$78.9K Buy
+18,352
New +$73.9K ﹤0.01% 941
2025
Q1 		– Sell
-25,065
Closed -$127K – 876
2024
Q4 		$127K Buy
25,065
+11,936
+91% +$68.7K ﹤0.01% 869
2024
Q3 		$93.2K Buy
13,129
+23
+0.2% +$147 ﹤0.01% 754
2024
Q2 		$74.6K Buy
+13,106
New +$83.6K ﹤0.01% 704
2023
Q4 		– Sell
-12,013
Closed -$80.6K – 693
2023
Q3 		$80.6K Buy
+12,013
New +$95.8K ﹤0.01% 622
2022
Q3 		– Sell
-10,681
Closed -$148K – 557
2022
Q2 		$148K Buy
+10,681
New +$160K 0.01% 541

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
PGH
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
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
EDRH
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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return