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Mark Sheptoff Financial Planning’s Clarivate CLVT Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-7,500
Closed -$71.5K – 388
2023
Q2 		$71.5K Buy
+7,500
New +$63.6K 0.04% 136

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BG
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

Mark Sheptoff Financial Planning's CLVT Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Clarivate (CLVT) in Q3 2023, closing a stake of 7,500 shares — an estimated $71.5K sold.

Mark Sheptoff Financial Planning first reported a position in CLVT in Q2 2023 and held it in 1 quarter. The position peaked at $71.5K in Q2 2023. 241 funds tracked by Wall St. Rank hold CLVT as of Q3 2023.

  • Mark Sheptoff Financial Planning reported no remaining Clarivate position as of Q3 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 7,500 Clarivate shares in Q3 2023, an estimated $71.5K.
  • Mark Sheptoff Financial Planning first reported a position in Clarivate in Q2 2023 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Clarivate position peaked at $71.5K in Q2 2023.
  • 241 funds tracked by Wall St. Rank held Clarivate as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.