Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Esquire Financial Holdings ESQ Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,321
Closed -$662K – 1471
2024
Q4 		$662K Buy
8,321
+4,145
+99% +$297K ﹤0.01% 1067
2024
Q3 		$272K Buy
+4,176
New +$241K ﹤0.01% 1268

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Mawer Investment Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) sold out of Esquire Financial Holdings (ESQ) in Q1 2025, closing a stake of 8,321 shares — an estimated $662K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ESQ in Q3 2024 and held it in 2 quarters. The position peaked at $662K in Q4 2024. 131 funds tracked by Wall St. Rank hold ESQ as of Q1 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Esquire Financial Holdings position as of Q1 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 8,321 Esquire Financial Holdings shares in Q1 2025, an estimated $662K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Esquire Financial Holdings in Q3 2024 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Esquire Financial Holdings position peaked at $662K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2025.

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