KI
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Kula Investments’s Clarivate CLVT Stock Holding History

Kula Investments’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
Q1 		$1.52M Sell
161,885
-52,321
-24% -$539K 0.37% 41
2022
Q4 		$1.79M Buy
+214,206
New +$2.01M 0.53% 9

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 $1.31B AUM 3.79% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's CLVT Position: Q1 2023 in Review

Kula Investments reduced its Clarivate (CLVT) stake by 24% in Q1 2023, selling an estimated $539K and leaving 161,885 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #41.

Kula Investments first reported a position in CLVT in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.79M in Q4 2022. 295 funds tracked by Wall St. Rank hold CLVT as of Q1 2023.

  • Kula Investments held 161,885 shares of Clarivate worth $1.52M as of Q1 2023.
  • Kula Investments sold 52,321 Clarivate shares in Q1 2023, an estimated $539K.
  • Clarivate made up 0.37% of Kula Investments's portfolio in Q1 2023, its #41 holding.
  • Kula Investments first reported a position in Clarivate in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Clarivate position peaked at $1.79M in Q4 2022.
  • 295 funds tracked by Wall St. Rank held Clarivate as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.