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

Connor, Clark & Lunn Investment Management (CC&L)’s Enterprise Bancorp EBTC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,476
Closed -$493K – 1462
2024
Q4 		$493K Buy
12,476
+5,508
+79% +$198K ﹤0.01% 1147
2024
Q3 		$223K Buy
+6,968
New +$200K ﹤0.01% 1301

Other funds holding EBTC

BlackRock
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s EBTC Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Enterprise Bancorp (EBTC) in Q1 2025, closing a stake of 12,476 shares — an estimated $493K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in EBTC in Q3 2024 and held it in 2 quarters. The position peaked at $493K in Q4 2024. 90 funds tracked by Wall St. Rank hold EBTC as of Q1 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Enterprise Bancorp position as of Q1 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 12,476 Enterprise Bancorp shares in Q1 2025, an estimated $493K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Enterprise Bancorp in Q3 2024 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Enterprise Bancorp position peaked at $493K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.