Connor, Clark & Lunn Investment Management (CC&L)
KG

Connor, Clark & Lunn Investment Management (CC&L)’s Kestrel Group KG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,238
Closed -$14.1K – 1614
2025
Q1 		$14.1K Buy
+1,238
New +$23.3K ﹤0.01% 1380
2024
Q3 		– Sell
-701
Closed -$28.9K – 1565
2024
Q2 		$28.9K Sell
701
-1,151
-62% -$48.6K ﹤0.01% 1339
2024
Q1 		$83.3K Buy
1,852
+993
+116% +$34K ﹤0.01% 1472
2023
Q4 		$39.3K Sell
859
-552
-39% -$20.5K ﹤0.01% 1342
2023
Q3 		$49.7K Buy
+1,411
New +$52.4K ﹤0.01% 1320

Other funds holding KG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Whitefort Capital Management New York $329M AUM 52.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return