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Montag & Associates’s Clarivate CLVT Stock Holding History

Montag & Associates’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
2024
Q2 		– Sell
-932
Closed -$6.92K – 986
2024
Q1 		$6.92K Sell
932
-6,800
-88% -$56.8K ﹤0.01% 792
2023
Q4 		$71.6K Buy
7,732
+6,800
+730% +$50.3K ﹤0.01% 516
2023
Q3 		$6.25K Hold
932
– – ﹤0.01% 787
2023
Q2 		$8.88K Buy
932
+381
+69% +$3.23K ﹤0.01% 769
2023
Q1 		$5.17K Hold
551
– – ﹤0.01% 815
2022
Q4 		$4.59K Buy
+551
New +$5.17K ﹤0.01% 826

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Montag & Associates's CLVT Position: Q2 2024 in Review

Montag & Associates sold out of Clarivate (CLVT) in Q2 2024, closing a stake of 932 shares — an estimated $6.92K sold.

Montag & Associates first reported a position in CLVT in Q4 2022 and held it in 6 quarters. The position peaked at $71.6K in Q4 2023. 207 funds tracked by Wall St. Rank hold CLVT as of Q2 2024.

  • Montag & Associates reported no remaining Clarivate position as of Q2 2024 after selling out during the quarter.
  • Montag & Associates sold 932 Clarivate shares in Q2 2024, an estimated $6.92K.
  • Montag & Associates first reported a position in Clarivate in Q4 2022 and held it in 6 quarters.
  • Montag & Associates's Clarivate position peaked at $71.6K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Clarivate as of Q2 2024.

Based on Montag & Associates's 13F filing for Q2 2024, filed 31 Jul 2024.