Connor, Clark & Lunn Investment Management (CC&L)’s Westwood Holdings Group WHG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $178K | Sell |
11,395
-2,064
| -15% | -$32.2K | ﹤0.01% | 1428 |
|
2025
Q1 | $218K | Sell |
13,459
-1,190
| -8% | -$19.3K | ﹤0.01% | 1315 |
|
2024
Q4 | $213K | Buy |
14,649
+458
| +3% | +$6.65K | ﹤0.01% | 1316 |
|
2024
Q3 | $202K | Sell |
14,191
-866
| -6% | -$12.3K | ﹤0.01% | 1325 |
|
2024
Q2 | $183K | Buy |
15,057
+1,163
| +8% | +$14.2K | ﹤0.01% | 1270 |
|
2024
Q1 | $171K | Buy |
13,894
+2,696
| +24% | +$33.2K | ﹤0.01% | 1414 |
|
2023
Q4 | $141K | Buy |
+11,198
| New | +$141K | ﹤0.01% | 1297 |
|
2019
Q3 | – | Sell |
-8,300
| Closed | -$292K | – | 1104 |
|
2019
Q2 | $292K | Buy |
+8,300
| New | +$292K | ﹤0.01% | 826 |
|