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Greenleaf Trust’s Clarivate CLVT Stock Holding History

Greenleaf Trust’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
-14,081
Closed -$47K – 816
2025
Q4 		$47K Sell
14,081
-998
-7% -$3.55K ﹤0.01% 816
2025
Q3 		$57.8K Sell
15,079
-151
-1% -$634 ﹤0.01% 802
2025
Q2 		$65.5K Buy
+15,230
New +$61.3K ﹤0.01% 792

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 $5.72T 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 $618B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Greenleaf Trust's CLVT Position: Q1 2026 in Review

Greenleaf Trust sold out of Clarivate (CLVT) in Q1 2026, closing a stake of 14,081 shares — an estimated $47K sold.

Greenleaf Trust first reported a position in CLVT in Q2 2025 and held it in 3 quarters. The position peaked at $65.5K in Q2 2025. 254 funds tracked by Wall St. Rank hold CLVT as of Q1 2026.

  • Greenleaf Trust reported no remaining Clarivate position as of Q1 2026 after selling out during the quarter.
  • Greenleaf Trust sold 14,081 Clarivate shares in Q1 2026, an estimated $47K.
  • Greenleaf Trust first reported a position in Clarivate in Q2 2025 and held it in 3 quarters.
  • Greenleaf Trust's Clarivate position peaked at $65.5K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held Clarivate as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.