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

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-48,707
Closed -$587K – 1433
2022
Q4 		$587K Buy
48,707
+17,917
+58% +$166K ﹤0.01% 830
2022
Q3 		$250K Buy
30,790
+18,858
+158% +$177K ﹤0.01% 954
2022
Q2 		$109K Buy
+11,932
New +$123K ﹤0.01% 977
2020
Q3 		– Sell
-20,209
Closed -$177K – 1103
2020
Q2 		$177K Buy
+20,209
New +$159K ﹤0.01% 911
2019
Q3 		– Sell
-18,000
Closed -$180K – 1075
2019
Q2 		$180K Buy
18,000
+3,375
+23% +$32.8K ﹤0.01% 913
2019
Q1 		$140K Sell
14,625
-12,025
-45% -$115K ﹤0.01% 850
2018
Q4 		$249K Buy
+26,650
New +$256K ﹤0.01% 816

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SGU Position: Q1 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Star Group (SGU) in Q1 2023, closing a stake of 48,707 shares — an estimated $587K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SGU in Q4 2018 and held it in 7 quarters. The position peaked at $587K in Q4 2022. 68 funds tracked by Wall St. Rank hold SGU as of Q1 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Star Group position as of Q1 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 48,707 Star Group shares in Q1 2023, an estimated $587K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Star Group in Q4 2018 and held it in 7 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Star Group position peaked at $587K in Q4 2022.
  • 68 funds tracked by Wall St. Rank held Star Group as of Q1 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2023, filed 10 May 2023.