Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Pathward Financial CASH Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.62M Sell
96,555
-48,386
-33% -$4.21M 0.02% 520
2025
Q4 		$10.3M Buy
144,941
+108,146
+294% +$7.75M 0.03% 461
2025
Q3 		$2.72M Buy
36,795
+22,590
+159% +$1.76M 0.01% 759
2025
Q2 		$1.12M Buy
14,205
+10,702
+306% +$819K ﹤0.01% 1017
2025
Q1 		$256K Buy
+3,503
New +$267K ﹤0.01% 1285
2024
Q3 		– Sell
-8,472
Closed -$479K – 1455
2024
Q2 		$479K Buy
+8,472
New +$446K ﹤0.01% 1065
2019
Q4 		– Sell
-33,000
Closed -$1.08M – 936
2019
Q3 		$1.08M Sell
33,000
-19,875
-38% -$599K 0.01% 530
2019
Q2 		$1.48M Buy
52,875
+10,650
+25% +$271K 0.01% 501
2019
Q1 		$831K Buy
+42,225
New +$923K 0.01% 564
2017
Q2 		– Sell
-22,650
Closed -$668K – 826
2017
Q1 		$668K Buy
22,650
+900
+4% +$27.8K ﹤0.01% 573
2016
Q4 		$746K Buy
+21,750
New +$608K 0.01% 537

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