Connor, Clark & Lunn Investment Management (CC&L)’s Barings BDC BBDC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio BBDC Stock Details BBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23,629	Closed	-$226K	–	1404
2024 Q4	$226K	Buy	+23,629	New	+$231K	﹤0.01%	1302
2021 Q3	–	Sell	-18,292	Closed	-$193K	–	1041
2021 Q2	$193K	Buy	+18,292	New	+$191K	﹤0.01%	916
2019 Q4	–	Sell	-13,300	Closed	-$135K	–	929
2019 Q3	$135K	Sell	13,300 -20,475	-61%	-$203K	﹤0.01%	891
2019 Q2	$332K	Buy	33,775 +100	+0.3%	+$997	﹤0.01%	805
2019 Q1	$330K	Sell	33,675 -17,375	-34%	-$170K	﹤0.01%	734
2018 Q4	$460K	Buy	+51,050	New	+$504K	﹤0.01%	711

Other funds holding BBDC

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s BBDC Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Barings BDC (BBDC) in Q1 2025, closing a stake of 23,629 shares — an estimated $226K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BBDC in Q4 2018 and held it in 6 quarters. The position peaked at $460K in Q4 2018. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Barings BDC position as of Q1 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 23,629 Barings BDC shares in Q1 2025, an estimated $226K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Barings BDC in Q4 2018 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Barings BDC position peaked at $460K in Q4 2018.
211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.