JP Morgan Private Wealth Advisors’s Clarivate CLVT Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$486K	Hold	72,397	–	–	﹤0.01%	1258
2023 Q2	$690K	Sell	72,397 -1,438	-2%	-$12.2K	﹤0.01%	900
2023 Q1	$693K	Sell	73,835 -72	-0.1%	-$742	﹤0.01%	1339
2022 Q4	$616K	Buy	73,907 +9,091	+14%	+$85.3K	﹤0.01%	1380
2022 Q3	$609K	Sell	64,816 -17,244	-21%	-$218K	﹤0.01%	1373
2022 Q2	$1.14M	Sell	82,060 -45,052	-35%	-$674K	﹤0.01%	1074
2022 Q1	$2.13M	Buy	127,112 +34,501	+37%	+$572K	﹤0.01%	878
2021 Q4	$2.18M	Buy	92,611 +28,449	+44%	+$659K	﹤0.01%	876
2021 Q3	$1.41M	Buy	+64,162	New	+$1.56M	﹤0.01%	1050
2020 Q4	–	Sell	-69,529	Closed	-$2.15M	–	1714
2020 Q3	$2.15M	Buy	69,529 +1,268	+2%	+$34.3K	0.01%	632
2020 Q2	$1.52M	Sell	68,261 -75	-0.1%	-$1.69K	0.01%	663
2020 Q1	$1.42M	Sell	68,336 -23,357	-25%	-$468K	0.01%	616
2019 Q4	$1.54M	Sell	91,693 -341	-0.4%	-$5.74K	0.01%	666
2019 Q3	$1.55M	Buy	+92,034	New	+$1.52M	0.01%	634

Other funds holding CLVT

LGP

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

ENV

Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CLVT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its Clarivate (CLVT) position steady in Q3 2023 at 72,397 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

JP Morgan Private Wealth Advisors first reported a position in CLVT in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.18M in Q4 2021. 241 funds tracked by Wall St. Rank hold CLVT as of Q3 2023.

JP Morgan Private Wealth Advisors held 72,397 shares of Clarivate worth $486K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Clarivate share count unchanged in Q3 2023.
Clarivate made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1258 holding.
JP Morgan Private Wealth Advisors first reported a position in Clarivate in Q3 2019 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Clarivate position peaked at $2.18M in Q4 2021.
241 funds tracked by Wall St. Rank held Clarivate as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.