CI Investments Inc

CI Investments Inc’s DT Midstream DTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-866	Closed	-$98K	–	818
2025 Q3	$98K	Sell	866 -845	-49%	-$88.3K	﹤0.01%	876
2025 Q2	$188K	Sell	1,711 -540	-24%	-$54.7K	﹤0.01%	721
2025 Q1	$217K	Buy	2,251 +21	+0.9%	+$2.1K	﹤0.01%	703
2024 Q4	$222K	Buy	2,230 +161	+8%	+$15.3K	﹤0.01%	711
2024 Q3	$163K	Buy	2,069 +164	+9%	+$12.2K	﹤0.01%	719
2024 Q2	$135K	Buy	1,905 +188	+11%	+$12.3K	﹤0.01%	734
2024 Q1	$105K	Buy	1,717 +321	+23%	+$17.9K	﹤0.01%	883
2023 Q4	$77K	Buy	1,396 +138	+11%	+$7.6K	﹤0.01%	898
2023 Q3	$67K	Buy	1,258 +3	+0.2%	+$156	﹤0.01%	907
2023 Q2	$62K	Buy	1,255 +71	+6%	+$3.4K	﹤0.01%	900
2023 Q1	$58K	Buy	1,184 +94	+9%	+$4.87K	﹤0.01%	860
2022 Q4	$60K	Sell	1,090 -426	-28%	-$24.3K	﹤0.01%	879
2022 Q3	$79K	Sell	1,516 -77	-5%	-$4.16K	﹤0.01%	739
2022 Q2	$78K	Sell	1,593 -1,245	-44%	-$68K	﹤0.01%	759
2022 Q1	$154K	Hold	2,838	–	–	﹤0.01%	774
2021 Q4	$136K	Buy	+2,838	New	+$136K	﹤0.01%	832

Other funds holding DTM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return