Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Community Bank CBU Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,808
Closed -$841K – 1458
2024
Q2 		$841K Buy
+17,808
New +$806K ﹤0.01% 892
2017
Q1 		– Sell
-15,925
Closed -$984K – 910
2016
Q4 		$984K Buy
+15,925
New +$851K 0.01% 488

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CBU Position: Q3 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Community Bank (CBU) in Q3 2024, closing a stake of 17,808 shares — an estimated $841K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CBU in Q4 2016 and held it in 2 quarters. The position peaked at $984K in Q4 2016. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Community Bank position as of Q3 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 17,808 Community Bank shares in Q3 2024, an estimated $841K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Community Bank in Q4 2016 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Community Bank position peaked at $984K in Q4 2016.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2024, filed 8 Nov 2024.