Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Heritage Financial HFWA Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio HFWA Stock Details HFWA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$526K Buy
2024
Q2 		– Sell
2024
Q1 		$470K Sell
2023
Q4 		$1.17M Buy
2023
Q3 		$625K Buy
2017
Q2 		– Sell
2017
Q1 		$969K Sell
2016
Q4 		$1.18M Buy