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Montag & Caldwell’s Clarivate CLVT Stock Holding History

Montag & Caldwell’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
2022
Q3 		– Sell
-27,869
Closed -$386K – 90
2022
Q2 		$386K Buy
27,869
+817
+3% +$12.2K 0.06% 72
2022
Q1 		$453K Sell
27,052
-17,310
-39% -$287K 0.05% 58
2021
Q4 		$1.04M Buy
44,362
+2,389
+6% +$55.3K 0.1% 42
2021
Q3 		$919K Buy
41,973
+7,506
+22% +$183K 0.08% 45
2021
Q2 		$949K Buy
34,467
+1,211
+4% +$33.3K 0.09% 39
2021
Q1 		$878K Buy
+33,256
New +$910K 0.08% 39

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Montag & Caldwell's CLVT Position: Q3 2022 in Review

Montag & Caldwell sold out of Clarivate (CLVT) in Q3 2022, closing a stake of 27,869 shares — an estimated $386K sold.

Montag & Caldwell first reported a position in CLVT in Q1 2021 and held it in 6 quarters. The position peaked at $1.04M in Q4 2021. 286 funds tracked by Wall St. Rank hold CLVT as of Q3 2022.

  • Montag & Caldwell reported no remaining Clarivate position as of Q3 2022 after selling out during the quarter.
  • Montag & Caldwell sold 27,869 Clarivate shares in Q3 2022, an estimated $386K.
  • Montag & Caldwell first reported a position in Clarivate in Q1 2021 and held it in 6 quarters.
  • Montag & Caldwell's Clarivate position peaked at $1.04M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Clarivate as of Q3 2022.

Based on Montag & Caldwell's 13F filing for Q3 2022, filed 14 Nov 2022.