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Caldwell Investment Management’s Alamos Gold AGI Stock Holding History

Caldwell Investment Management’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-168,000
Closed -$5.82M – 30
2025
Q3 		$5.82M Buy
168,000
+99,000
+143% +$2.83M 3.82% 8
2025
Q2 		$1.83M Sell
69,000
-126,300
-65% -$3.38M 1.59% 11
2025
Q1 		$5.17M Buy
+195,300
New +$4.4M 3.84% 7
2024
Q1 		– Sell
-439,500
Closed -$5.92M – 35
2023
Q4 		$5.92M Buy
+439,500
New +$5.75M 4.55% 8
2023
Q2 		– Sell
-365,600
Closed -$4.46M – 30
2023
Q1 		$4.46M Buy
+365,600
New +$3.96M 4.42% 8

Other funds holding AGI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Investment Management's AGI Position: Q4 2025 in Review

Caldwell Investment Management sold out of Alamos Gold (AGI) in Q4 2025, closing a stake of 168,000 shares — an estimated $5.82M sold.

Caldwell Investment Management first reported a position in AGI in Q1 2023 and held it in 5 quarters. The position peaked at $5.92M in Q4 2023. 452 funds tracked by Wall St. Rank hold AGI as of Q4 2025.

  • Caldwell Investment Management reported no remaining Alamos Gold position as of Q4 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 168,000 Alamos Gold shares in Q4 2025, an estimated $5.82M.
  • Caldwell Investment Management first reported a position in Alamos Gold in Q1 2023 and held it in 5 quarters.
  • Caldwell Investment Management's Alamos Gold position peaked at $5.92M in Q4 2023.
  • 452 funds tracked by Wall St. Rank held Alamos Gold as of Q4 2025.

Based on Caldwell Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.