Connor, Clark & Lunn Investment Management (CC&L)’s Stellus Capital Investment Corp SCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,052	Closed	-$345K	–	1579
2024 Q4	$345K	Buy	+25,052	New	+$347K	﹤0.01%	1231
2023 Q4	–	Sell	-15,921	Closed	-$217K	–	1536
2023 Q3	$217K	Buy	+15,921	New	+$228K	﹤0.01%	1225
2019 Q3	–	Sell	-16,950	Closed	-$234K	–	1073
2019 Q2	$234K	Buy	+16,950	New	+$239K	﹤0.01%	873

Other funds holding SCM

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SCM Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Stellus Capital Investment Corp (SCM) in Q1 2025, closing a stake of 25,052 shares — an estimated $345K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SCM in Q2 2019 and held it in 3 quarters. The position peaked at $345K in Q4 2024. 62 funds tracked by Wall St. Rank hold SCM as of Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Stellus Capital Investment Corp position as of Q1 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 25,052 Stellus Capital Investment Corp shares in Q1 2025, an estimated $345K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Stellus Capital Investment Corp in Q2 2019 and held it in 3 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Stellus Capital Investment Corp position peaked at $345K in Q4 2024.
62 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.