Connor, Clark & Lunn Investment Management (CC&L)’s Citizens CIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-44,517	Closed	-$161K	–	1428
2024 Q3	$161K	Sell	44,517 -453	-1%	-$1.32K	﹤0.01%	1344
2024 Q2	$122K	Sell	44,970 -4,234	-9%	-$10.6K	﹤0.01%	1302
2024 Q1	$105K	Buy	49,204 +225	+0.5%	+$587	﹤0.01%	1462
2023 Q4	$132K	Sell	48,979 -5,539	-10%	-$17.1K	﹤0.01%	1299
2023 Q3	$155K	Sell	54,518 -1,081	-2%	-$3.08K	﹤0.01%	1260
2023 Q2	$134K	Sell	55,599 -4,104	-7%	-$9.41K	﹤0.01%	1232
2023 Q1	$221K	Sell	59,703 -15,298	-20%	-$42.3K	﹤0.01%	1078
2022 Q4	$160K	Buy	75,001 +3,672	+5%	+$10.2K	﹤0.01%	1080
2022 Q3	$238K	Sell	71,329 -14,610	-17%	-$55.5K	﹤0.01%	961
2022 Q2	$360K	Buy	+85,939	New	+$310K	﹤0.01%	836

Other funds holding CIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CIA Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Citizens (CIA) in Q4 2024, closing a stake of 44,517 shares — an estimated $161K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CIA in Q2 2022 and held it in 10 quarters. The position peaked at $360K in Q2 2022. 50 funds tracked by Wall St. Rank hold CIA as of Q4 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Citizens position as of Q4 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 44,517 Citizens shares in Q4 2024, an estimated $161K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Citizens in Q2 2022 and held it in 10 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Citizens position peaked at $360K in Q2 2022.
50 funds tracked by Wall St. Rank held Citizens as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.