CI Investments Inc
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CI Investments Inc’s Belden BDC Stock Holding History

CI Investments Inc’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-864
Closed -$104K – 713
2025
Q3 		$104K Sell
864
-88
-9% -$11.1K ﹤0.01% 863
2025
Q2 		$110K Sell
952
-35
-4% -$3.68K ﹤0.01% 886
2025
Q1 		$99K Buy
987
+122
+14% +$13.5K ﹤0.01% 915
2024
Q4 		$97K Buy
+865
New +$103K ﹤0.01% 944

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CI Investments Inc's BDC Position: Q4 2025 in Review

CI Investments Inc sold out of Belden (BDC) in Q4 2025, closing a stake of 864 shares — an estimated $104K sold.

CI Investments Inc first reported a position in BDC in Q4 2024 and held it in 4 quarters. The position peaked at $110K in Q2 2025. 359 funds tracked by Wall St. Rank hold BDC as of Q4 2025.

  • CI Investments Inc reported no remaining Belden position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 864 Belden shares in Q4 2025, an estimated $104K.
  • CI Investments Inc first reported a position in Belden in Q4 2024 and held it in 4 quarters.
  • CI Investments Inc's Belden position peaked at $110K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Belden as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.