Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Phillips Edison & Co PECO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,409
Closed -$468K – 1584
2024
Q3 		$468K Buy
+12,409
New +$443K ﹤0.01% 1114

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State Street
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Geode Capital Management
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Fidelity Investments
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Charles Schwab
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JP Morgan Chase
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s PECO Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 12,409 shares — an estimated $468K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PECO in Q3 2024 and held it in 1 quarter. The position peaked at $468K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 12,409 Phillips Edison & Co shares in Q4 2024, an estimated $468K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Phillips Edison & Co in Q3 2024 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Phillips Edison & Co position peaked at $468K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.