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