CI Investments Inc

CI Investments Inc’s BILL Holdings BILL Stock Holding History

CI Investments Inc’s Portfolio BILL Stock Details BILL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-588	Closed	-$31K	–	721
2025 Q3	$31K	Buy	588 +89	+18%	+$4.13K	﹤0.01%	1102
2025 Q2	$23K	Buy	499 +142	+40%	+$6.28K	﹤0.01%	1149
2025 Q1	$16K	Sell	357 -25	-7%	-$1.68K	﹤0.01%	1198
2024 Q4	$32K	Buy	382 +54	+16%	+$4.03K	﹤0.01%	1100
2024 Q3	$17K	Buy	328 +142	+76%	+$7.31K	﹤0.01%	1141
2024 Q2	$10K	Sell	186 -13	-7%	-$736	﹤0.01%	1162
2024 Q1	$14K	Buy	199 +44	+28%	+$3.08K	﹤0.01%	1157
2023 Q4	$13K	Buy	155 +1	+0.6%	+$82	﹤0.01%	1123
2023 Q3	$17K	Buy	154 +11	+8%	+$1.25K	﹤0.01%	1109
2023 Q2	$17K	Sell	143 -124	-46%	-$11.8K	﹤0.01%	1099
2023 Q1	$22K	Sell	267 -12	-4%	-$1.11K	﹤0.01%	1048
2022 Q4	$30K	Buy	279 +153	+121%	+$18.4K	﹤0.01%	1027
2022 Q3	$17K	Buy	126 +114	+950%	+$16.4K	﹤0.01%	1058
2022 Q2	$1K	Buy	12 +1	+9%	+$146	﹤0.01%	1187
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	1205
2021 Q4	$3K	Buy	11 +6	+120%	+$1.7K	﹤0.01%	1146
2021 Q3	$1K	Buy	+5	New	+$1.15K	﹤0.01%	1186

Other funds holding BILL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return