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Steward Financial Group’s Clarivate CLVT Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+316
New +$2.52K ﹤0.01% 943
2023
Q2 		– Sell
-103
Closed – – 563
2023
Q1 		$0 Buy
103
+82
+390% +$845 ﹤0.01% 750
2022
Q4 		$0 Buy
+21
New +$197 ﹤0.01% 587

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Steward Financial Group's CLVT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Clarivate (CLVT) in Q3 2023: 316 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CLVT as recently as Q1 2023.

Steward Financial Group first reported a position in CLVT in Q4 2022 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold CLVT as of Q3 2023.

  • Steward Financial Group held 316 shares of Clarivate worth $2K as of Q3 2023.
  • Clarivate was a new Steward Financial Group position in Q3 2023.
  • Clarivate made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #943 holding.
  • Steward Financial Group first reported a position in Clarivate in Q4 2022 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Clarivate as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.