CI Investments Inc
BELFB

CI Investments Inc’s Bel Fuse Inc Class B BELFB Stock Holding History

CI Investments Inc’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,271
Closed -$360K – 1303
2023
Q2 		$360K Buy
+6,271
New +$287K ﹤0.01% 525

Other funds holding BELFB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CI Investments Inc's BELFB Position: Q3 2023 in Review

CI Investments Inc sold out of Bel Fuse Inc Class B (BELFB) in Q3 2023, closing a stake of 6,271 shares — an estimated $360K sold.

CI Investments Inc first reported a position in BELFB in Q2 2023 and held it in 1 quarter. The position peaked at $360K in Q2 2023. 133 funds tracked by Wall St. Rank hold BELFB as of Q3 2023.

  • CI Investments Inc reported no remaining Bel Fuse Inc Class B position as of Q3 2023 after selling out during the quarter.
  • CI Investments Inc sold 6,271 Bel Fuse Inc Class B shares in Q3 2023, an estimated $360K.
  • CI Investments Inc first reported a position in Bel Fuse Inc Class B in Q2 2023 and held it in 1 quarter.
  • CI Investments Inc's Bel Fuse Inc Class B position peaked at $360K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2023.

Based on CI Investments Inc's 13F filing for Q3 2023, filed 13 Nov 2023.