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O'Shaughnessy Asset Management’s Clarus CLAR Stock Holding History

O'Shaughnessy Asset Management’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,172
Closed -$30K – 1470
2021
Q3 		$30K Buy
1,172
+1,133
+2,905% +$31.3K ﹤0.01% 1821
2021
Q2 		$1K Hold
39
– – ﹤0.01% 2390
2021
Q1 		$1K Hold
39
– – ﹤0.01% 2148
2020
Q4 		$1K Hold
39
– – ﹤0.01% 1902
2020
Q3 		$1K Hold
39
– – ﹤0.01% 1708
2020
Q2 		$0 Buy
+39
New +$396 ﹤0.01% 1748
2020
Q1 		– Sell
-39
Closed -$1K – 1378
2019
Q4 		$1K Sell
39
-13,033
-100% -$161K ﹤0.01% 1725
2019
Q3 		$153K Hold
13,072
– – ﹤0.01% 571
2019
Q2 		$188K Hold
13,072
– – ﹤0.01% 549
2019
Q1 		$166K Buy
13,072
+1,420
+12% +$16K ﹤0.01% 568
2018
Q4 		$118K Buy
+11,652
New +$122K ﹤0.01% 590

Other funds holding CLAR

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return