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

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

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,509
Closed -$747K – 1666
2025
Q1 		$747K Buy
29,509
+17,595
+148% +$437K ﹤0.01% 1040
2024
Q4 		$285K Buy
+11,914
New +$289K ﹤0.01% 1266

Other funds holding SAR

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SAR Position: Q2 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Saratoga Investment (SAR) in Q2 2025, closing a stake of 29,509 shares — an estimated $747K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SAR in Q4 2024 and held it in 2 quarters. The position peaked at $747K in Q1 2025. 65 funds tracked by Wall St. Rank hold SAR as of Q2 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Saratoga Investment position as of Q2 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 29,509 Saratoga Investment shares in Q2 2025, an estimated $747K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Saratoga Investment in Q4 2024 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Saratoga Investment position peaked at $747K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2025, filed 7 Aug 2025.