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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-26,107	Closed	-$509K	–	1473
2024 Q4	$509K	Buy	26,107 +3,568	+16%	+$70K	﹤0.01%	1137
2024 Q3	$433K	Buy	22,539 +7,696	+52%	+$141K	﹤0.01%	1132
2024 Q2	$261K	Buy	14,843 +65	+0.4%	+$1.1K	﹤0.01%	1213
2024 Q1	$269K	Sell	14,778 -70	-0.5%	-$1.29K	﹤0.01%	1305
2023 Q4	$297K	Buy	14,848 +109	+0.7%	+$1.82K	﹤0.01%	1179
2023 Q3	$221K	Buy	14,739 +4,608	+45%	+$73.3K	﹤0.01%	1220
2023 Q2	$151K	Buy	+10,131	New	+$153K	﹤0.01%	1221

Other funds holding ESSA

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L) sold out of ESSA Bancorp (ESSA) in Q1 2025, closing a stake of 26,107 shares — an estimated $509K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ESSA in Q2 2023 and held it in 7 quarters. The position peaked at $509K in Q4 2024. 75 funds tracked by Wall St. Rank hold ESSA as of Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining ESSA Bancorp position as of Q1 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 26,107 ESSA Bancorp shares in Q1 2025, an estimated $509K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ESSA Bancorp in Q2 2023 and held it in 7 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s ESSA Bancorp position peaked at $509K in Q4 2024.
75 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2025.

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