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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CSW Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 5,207 shares — an estimated $1.53M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CSW in Q1 2024 and held it in 8 quarters. The position peaked at $11M in Q4 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 5,207 CSW Industrials shares in Q1 2026, an estimated $1.53M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CSW Industrials in Q1 2024 and held it in 8 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s CSW Industrials position peaked at $11M in Q4 2024.
350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.