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Triad Investment Management’s Clarus CLAR Stock Holding History

Triad Investment 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
2024
Q1 		$121K Hold
17,891
– – 0.15% 41
2023
Q4 		$123K Hold
17,891
– – 0.16% 44
2023
Q3 		$135K Hold
17,891
– – 0.2% 45
2023
Q2 		$164K Hold
17,891
– – 0.23% 55
2023
Q1 		$169K Buy
+17,891
New +$168K 0.25% 56

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Triad Investment Management's CLAR Position: Q1 2024 in Review

Triad Investment Management held its Clarus (CLAR) position steady in Q1 2024 at 17,891 shares worth $121K. The position accounts for 0.15% of the portfolio, ranked #41.

Triad Investment Management first reported a position in CLAR in Q1 2023 and has held it in 5 quarters since. The position peaked at $169K in Q1 2023. 102 funds tracked by Wall St. Rank hold CLAR as of Q1 2024.

  • Triad Investment Management held 17,891 shares of Clarus worth $121K as of Q1 2024.
  • Triad Investment Management left its Clarus share count unchanged in Q1 2024.
  • Clarus made up 0.15% of Triad Investment Management's portfolio in Q1 2024, its #41 holding.
  • Triad Investment Management first reported a position in Clarus in Q1 2023 and has held it in 5 quarters since.
  • Triad Investment Management's Clarus position peaked at $169K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held Clarus as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.