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

Connor, Clark & Lunn Investment Management (CC&L)’s Shift4 FOUR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,193
Closed -$454K – 1441
2023
Q3 		$454K Buy
+8,193
New +$500K ﹤0.01% 1037
2023
Q2 		– Sell
-12,429
Closed -$942K – 1375
2023
Q1 		$942K Buy
+12,429
New +$801K 0.01% 731

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s FOUR Position: Q4 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Shift4 (FOUR) in Q4 2023, closing a stake of 8,193 shares — an estimated $454K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in FOUR in Q1 2023 and held it in 2 quarters. The position peaked at $942K in Q1 2023. 308 funds tracked by Wall St. Rank hold FOUR as of Q4 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Shift4 position as of Q4 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 8,193 Shift4 shares in Q4 2023, an estimated $454K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Shift4 in Q1 2023 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Shift4 position peaked at $942K in Q1 2023.
  • 308 funds tracked by Wall St. Rank held Shift4 as of Q4 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2023, filed 9 Feb 2024.