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Rothschild Investment LLC’s Clarus CLAR Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$394 Buy
145
+43
+42% +$141 ﹤0.01% 3188
2025
Q4 		$342 Sell
102
-8
-7% -$27 ﹤0.01% 3019
2025
Q3 		$385 Hold
110
– – ﹤0.01% 2883
2025
Q2 		$382 Sell
110
-170
-61% -$576 ﹤0.01% 2817
2025
Q1 		$1.05K Buy
280
+90
+47% +$404 ﹤0.01% 2309
2024
Q4 		$857 Buy
190
+30
+19% +$135 ﹤0.01% 2299
2024
Q3 		$720 Buy
160
+100
+167% +$504 ﹤0.01% 2358
2024
Q2 		$404 Buy
+60
New +$396 ﹤0.01% 2152

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
PCM
Potomac Capital Management New York $114M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return