WCM Investment Management
CLAR icon

WCM Investment Management’s Clarus CLAR Stock Holding History

WCM 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
2023
Q3 		– Sell
-421,484
Closed -$3.85M – 211
2023
Q2 		$3.85M Sell
421,484
-379,552
-47% -$3.35M 0.01% 168
2023
Q1 		$7.57M Buy
801,036
+176,447
+28% +$1.66M 0.02% 145
2022
Q4 		$4.9M Sell
624,589
-8,469
-1% -$82.5K 0.02% 161
2022
Q3 		$7.89M Buy
633,058
+99,454
+19% +$1.94M 0.03% 131
2022
Q2 		$10.2M Buy
533,604
+241
+0% +$5.03K 0.04% 125
2022
Q1 		$12.1M Buy
533,363
+70,287
+15% +$1.63M 0.03% 119
2021
Q4 		$12.8M Buy
463,076
+112,023
+32% +$3.09M 0.03% 113
2021
Q3 		$9M Buy
+351,053
New +$9.69M 0.02% 130

Other funds holding CLAR

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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 $2.4B AUM 42.85% 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

WCM Investment Management's CLAR Position: Q3 2023 in Review

WCM Investment Management sold out of Clarus (CLAR) in Q3 2023, closing a stake of 421,484 shares — an estimated $3.85M sold.

WCM Investment Management first reported a position in CLAR in Q3 2021 and held it in 8 quarters. The position peaked at $12.8M in Q4 2021. 112 funds tracked by Wall St. Rank hold CLAR as of Q3 2023.

  • WCM Investment Management reported no remaining Clarus position as of Q3 2023 after selling out during the quarter.
  • WCM Investment Management sold 421,484 Clarus shares in Q3 2023, an estimated $3.85M.
  • WCM Investment Management first reported a position in Clarus in Q3 2021 and held it in 8 quarters.
  • WCM Investment Management's Clarus position peaked at $12.8M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Clarus as of Q3 2023.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.