LPL Financial
CLVT icon

LPL Financial’s Clarivate CLVT Stock Holding History

LPL Financial’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
2025
Q1 		– Sell
-22,567
Closed -$115K – 5381
2024
Q4 		$115K Buy
+22,567
New +$130K ﹤0.01% 4960
2022
Q3 		– Sell
-35,278
Closed -$489K – 4432
2022
Q2 		$489K Buy
35,278
+3,309
+10% +$49.5K ﹤0.01% 3226
2022
Q1 		$536K Sell
31,969
-9,120
-22% -$151K ﹤0.01% 3145
2021
Q4 		$966K Buy
41,089
+2,914
+8% +$67.5K ﹤0.01% 2690
2021
Q3 		$836K Buy
38,175
+2,659
+7% +$64.7K ﹤0.01% 2766
2021
Q2 		$978K Buy
35,516
+27,201
+327% +$748K ﹤0.01% 2582
2021
Q1 		$219K Buy
8,315
+628
+8% +$17.2K ﹤0.01% 3702
2020
Q4 		$228K Sell
7,687
-3,062
-28% -$90.5K ﹤0.01% 3425
2020
Q3 		$333K Buy
+10,749
New +$291K ﹤0.01% 2822

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
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return