NewEdge Wealth’s Clarivate CLVT Stock Holding History

NewEdge Wealth’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	-18,687	Closed	-$259K	–	536
2022 Q2	$259K	Buy	+18,687	New	+$279K	0.01%	489

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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NewEdge Wealth's CLVT Position: Q3 2022 in Review

NewEdge Wealth sold out of Clarivate (CLVT) in Q3 2022, closing a stake of 18,687 shares — an estimated $259K sold.

NewEdge Wealth first reported a position in CLVT in Q2 2022 and held it in 1 quarter. The position peaked at $259K in Q2 2022. 286 funds tracked by Wall St. Rank hold CLVT as of Q3 2022.

NewEdge Wealth reported no remaining Clarivate position as of Q3 2022 after selling out during the quarter.
NewEdge Wealth sold 18,687 Clarivate shares in Q3 2022, an estimated $259K.
NewEdge Wealth first reported a position in Clarivate in Q2 2022 and held it in 1 quarter.
NewEdge Wealth's Clarivate position peaked at $259K in Q2 2022.
286 funds tracked by Wall St. Rank held Clarivate as of Q3 2022.

Based on NewEdge Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.