Connor, Clark & Lunn Investment Management (CC&L)
FDUS icon

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

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,318
Closed -$357K – 1510
2024
Q2 		$357K Sell
18,318
-56,969
-76% -$1.13M ﹤0.01% 1140
2024
Q1 		$1.49M Sell
75,287
-20,106
-21% -$393K 0.01% 762
2023
Q4 		$1.88M Sell
95,393
-3,422
-3% -$65.3K 0.01% 683
2023
Q3 		$1.9M Buy
+98,815
New +$1.95M 0.01% 634

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RJA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s FDUS Position: Q3 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Fidus Investment (FDUS) in Q3 2024, closing a stake of 18,318 shares — an estimated $357K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in FDUS in Q3 2023 and held it in 4 quarters. The position peaked at $1.9M in Q3 2023. 111 funds tracked by Wall St. Rank hold FDUS as of Q3 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Fidus Investment position as of Q3 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 18,318 Fidus Investment shares in Q3 2024, an estimated $357K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Fidus Investment in Q3 2023 and held it in 4 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Fidus Investment position peaked at $1.9M in Q3 2023.
  • 111 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2024, filed 8 Nov 2024.