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

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

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio PSNL Stock Details PSNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-68,679	Closed	-$451K	–	1684
2025 Q2	$451K	Buy	+68,679	New	+$319K	﹤0.01%	1283
2025 Q1	–	Sell	-103,586	Closed	-$599K	–	1566
2024 Q4	$599K	Sell	103,586 -5,202	-5%	-$24K	﹤0.01%	1096
2024 Q3	$585K	Buy	108,788 +53,965	+98%	+$222K	﹤0.01%	1056
2024 Q2	$64.1K	Sell	54,823 -9,590	-15%	-$13.2K	﹤0.01%	1326
2024 Q1	$96K	Buy	64,413 +49,340	+327%	+$76.4K	﹤0.01%	1467
2023 Q4	$31.7K	Buy	+15,073	New	+$19.5K	﹤0.01%	1346
2023 Q1	–	Sell	-22,979	Closed	-$45.5K	–	1410
2022 Q4	$45.5K	Sell	22,979 -41,456	-64%	-$104K	﹤0.01%	1152
2022 Q3	$191K	Buy	64,435 +39,766	+161%	+$152K	﹤0.01%	998
2022 Q2	$85K	Buy	+24,669	New	+$126K	﹤0.01%	991

Other funds holding PSNL

Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return

Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AIGH Capital Management Baltimore, Maryland $488M AUM 327.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return