Connor, Clark & Lunn Investment Management (CC&L)
COCO icon

Connor, Clark & Lunn Investment Management (CC&L)’s Vita Coco COCO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,771
Closed -$424K – 1393
2023
Q2 		$424K Buy
+15,771
New +$384K ﹤0.01% 1028

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s COCO Position: Q3 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Vita Coco (COCO) in Q3 2023, closing a stake of 15,771 shares — an estimated $424K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in COCO in Q2 2023 and held it in 1 quarter. The position peaked at $424K in Q2 2023. 154 funds tracked by Wall St. Rank hold COCO as of Q3 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Vita Coco position as of Q3 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 15,771 Vita Coco shares in Q3 2023, an estimated $424K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Vita Coco in Q2 2023 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Vita Coco position peaked at $424K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Vita Coco as of Q3 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2023, filed 13 Nov 2023.