CI Investments Inc
ACH

CI Investments Inc’s Accendra Health ACH Stock Holding History

CI Investments Inc’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,754
Closed -$211K – 1315
2022
Q3 		$211K Sell
8,754
-145
-2% -$4.47K ﹤0.01% 587
2022
Q2 		$280K Sell
8,899
-1,095
-11% -$39.7K ﹤0.01% 543
2022
Q1 		$440K Sell
9,994
-1,002
-9% -$43K ﹤0.01% 554
2021
Q4 		$478K Sell
10,996
-88,427
-89% -$3.47M ﹤0.01% 588
2021
Q3 		$3.11M Sell
99,423
-8,034
-7% -$316K 0.01% 378
2021
Q2 		$4.55M Buy
+107,457
New +$4.18M 0.02% 359

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CI Investments Inc's ACH Position: Q4 2022 in Review

CI Investments Inc sold out of Accendra Health (ACH) in Q4 2022, closing a stake of 8,754 shares — an estimated $211K sold.

CI Investments Inc first reported a position in ACH in Q2 2021 and held it in 6 quarters. The position peaked at $4.55M in Q2 2021. 219 funds tracked by Wall St. Rank hold ACH as of Q4 2022.

  • CI Investments Inc reported no remaining Accendra Health position as of Q4 2022 after selling out during the quarter.
  • CI Investments Inc sold 8,754 Accendra Health shares in Q4 2022, an estimated $211K.
  • CI Investments Inc first reported a position in Accendra Health in Q2 2021 and held it in 6 quarters.
  • CI Investments Inc's Accendra Health position peaked at $4.55M in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Accendra Health as of Q4 2022.

Based on CI Investments Inc's 13F filing for Q4 2022, filed 10 Feb 2023.