Connor, Clark & Lunn Investment Management (CC&L)’s Custom Truck One Source CTOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-134,502	Closed	-$783K	–	1438
2024 Q1	$783K	Buy	134,502 +33,977	+34%	+$211K	﹤0.01%	956
2023 Q4	$621K	Buy	100,525 +36,202	+56%	+$214K	﹤0.01%	984
2023 Q3	$399K	Buy	+64,323	New	+$425K	﹤0.01%	1078

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)'s CTOS Position: Q2 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Custom Truck One Source (CTOS) in Q2 2024, closing a stake of 134,502 shares — an estimated $783K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CTOS in Q3 2023 and held it in 3 quarters. The position peaked at $783K in Q1 2024. 113 funds tracked by Wall St. Rank hold CTOS as of Q2 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Custom Truck One Source position as of Q2 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 134,502 Custom Truck One Source shares in Q2 2024, an estimated $783K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Custom Truck One Source in Q3 2023 and held it in 3 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Custom Truck One Source position peaked at $783K in Q1 2024.
113 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2024, filed 9 Aug 2024.