CI Investments Inc
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CI Investments Inc’s BHP BHP Stock Holding History

CI Investments Inc’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,000
Closed -$171K – 1277
2023
Q3 		$171K Hold
3,000
– – ﹤0.01% 680
2023
Q2 		$179K Hold
3,000
– – ﹤0.01% 660
2023
Q1 		$190K Hold
3,000
– – ﹤0.01% 595
2022
Q4 		$186K Sell
3,000
-2,000
-40% -$112K ﹤0.01% 620
2022
Q3 		$250K Buy
5,000
+4,200
+525% +$222K ﹤0.01% 546
2022
Q2 		$45K Sell
800
-97
-11% -$6.02K ﹤0.01% 844
2022
Q1 		$62K Buy
897
+224
+33% +$13.6K ﹤0.01% 932
2021
Q4 		$36K Sell
673
-672
-50% -$33.6K ﹤0.01% 1043
2021
Q3 		$64K Buy
+1,345
New +$82.2K ﹤0.01% 942
2017
Q3 		– Sell
-2,430,720
Closed -$77.2M – 206
2017
Q2 		$77.2M Buy
2,430,720
+134,183
+6% +$4.26M 0.84% 40
2017
Q1 		$74.4M Buy
2,296,537
+2,803
+0.1% +$96.8K 0.85% 39
2016
Q4 		$73.2M Sell
2,293,734
-84,580
-4% -$2.74M 0.8% 41
2016
Q3 		$73.5M Buy
2,378,314
+178,239
+8% +$4.89M 0.8% 46
2016
Q2 		$56.1M Sell
2,200,075
-107,391
-5% -$2.68M 0.64% 45
2016
Q1 		$53.3M Buy
+2,307,466
New +$48.8M 0.68% 45

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CI Investments Inc's BHP Position: Q4 2023 in Review

CI Investments Inc sold out of BHP (BHP) in Q4 2023, closing a stake of 3,000 shares — an estimated $171K sold.

CI Investments Inc first reported a position in BHP in Q1 2016 and held it in 15 quarters. The position peaked at $77.2M in Q2 2017. 701 funds tracked by Wall St. Rank hold BHP as of Q4 2023.

  • CI Investments Inc reported no remaining BHP position as of Q4 2023 after selling out during the quarter.
  • CI Investments Inc sold 3,000 BHP shares in Q4 2023, an estimated $171K.
  • CI Investments Inc first reported a position in BHP in Q1 2016 and held it in 15 quarters.
  • CI Investments Inc's BHP position peaked at $77.2M in Q2 2017.
  • 701 funds tracked by Wall St. Rank held BHP as of Q4 2023.

Based on CI Investments Inc's 13F filing for Q4 2023, filed 12 Feb 2024.