Connor, Clark & Lunn Investment Management (CC&L)
CSW

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

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,207
Closed -$1.53M – 1583
2025
Q4 		$1.53M Sell
5,207
-7,976
-61% -$2.13M ﹤0.01% 1004
2025
Q3 		$3.2M Sell
13,183
-10,460
-44% -$2.81M 0.01% 708
2025
Q2 		$6.78M Sell
23,643
-3,132
-12% -$946K 0.02% 501
2025
Q1 		$7.81M Sell
26,775
-4,492
-14% -$1.46M 0.03% 381
2024
Q4 		$11M Buy
31,267
+4,945
+19% +$1.92M 0.05% 295
2024
Q3 		$9.64M Buy
26,322
+11,787
+81% +$3.68M 0.05% 285
2024
Q2 		$3.86M Buy
14,535
+7,968
+121% +$1.98M 0.02% 493
2024
Q1 		$1.54M Buy
+6,567
New +$1.46M 0.01% 748

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return