OneDigital Investment Advisors’s Clarivate CLVT Stock Holding History

OneDigital Investment Advisors’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
2026 Q1	$755K	Buy	298,472 +8,627	+3%	+$22.1K	0.01%	780
2025 Q4	$968K	Sell	289,845 -432	-0.1%	-$1.54K	0.01%	692
2025 Q3	$1.11M	Sell	290,277 -7,354	-2%	-$30.9K	0.01%	620
2025 Q2	$1.28M	Buy	297,631 +2,603	+0.9%	+$10.5K	0.01%	563
2025 Q1	$1.16M	Buy	295,028 +14,617	+5%	+$69.2K	0.01%	558
2024 Q4	$1.42M	Buy	280,411 +153,638	+121%	+$885K	0.02%	520
2024 Q3	$900K	Buy	126,773 +2,865	+2%	+$18.3K	0.01%	688
2024 Q2	$705K	Buy	123,908 +24,364	+24%	+$155K	0.01%	754
2024 Q1	$740K	Buy	99,544 +2,541	+3%	+$21.2K	0.01%	604
2023 Q4	$898K	Sell	97,003 -2,451	-2%	-$18.1K	0.02%	517
2023 Q3	$667K	Buy	99,454 +1,361	+1%	+$10.8K	0.01%	547
2023 Q2	$935K	Buy	98,093 +70,455	+255%	+$597K	0.02%	426
2023 Q1	$260K	Buy	+27,638	New	+$285K	0.01%	827

Other funds holding CLVT

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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 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

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return