CI Investments Inc
CBU icon

CI Investments Inc’s Community Bank CBU Stock Holding History

CI Investments Inc’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-872
Closed -$60K – 1295
2021
Q3 		$60K Buy
872
+44
+5% +$3.16K ﹤0.01% 950
2021
Q2 		$63K Buy
828
+319
+63% +$25.1K ﹤0.01% 941
2021
Q1 		$39K Hold
509
– – ﹤0.01% 904
2020
Q4 		$32K Buy
509
+97
+24% +$5.95K ﹤0.01% 886
2020
Q3 		$22K Buy
+412
New +$23.7K ﹤0.01% 842

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CI Investments Inc's CBU Position: Q4 2021 in Review

CI Investments Inc sold out of Community Bank (CBU) in Q4 2021, closing a stake of 872 shares — an estimated $60K sold.

CI Investments Inc first reported a position in CBU in Q3 2020 and held it in 5 quarters. The position peaked at $63K in Q2 2021. 244 funds tracked by Wall St. Rank hold CBU as of Q4 2021.

  • CI Investments Inc reported no remaining Community Bank position as of Q4 2021 after selling out during the quarter.
  • CI Investments Inc sold 872 Community Bank shares in Q4 2021, an estimated $60K.
  • CI Investments Inc first reported a position in Community Bank in Q3 2020 and held it in 5 quarters.
  • CI Investments Inc's Community Bank position peaked at $63K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Community Bank as of Q4 2021.

Based on CI Investments Inc's 13F filing for Q4 2021, filed 11 Feb 2022.