CI Investments Inc
EXPO icon

CI Investments Inc’s Exponent EXPO Stock Holding History

CI Investments Inc’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-276
Closed -$19K – 854
2025
Q3 		$19K Sell
276
-146
-35% -$10.4K ﹤0.01% 1171
2025
Q2 		$32K Sell
422
-64
-13% -$4.96K ﹤0.01% 1097
2025
Q1 		$39K Buy
486
+17
+4% +$1.48K ﹤0.01% 1062
2024
Q4 		$42K Sell
469
-371
-44% -$37.4K ﹤0.01% 1067
2024
Q3 		$97K Buy
840
+61
+8% +$6.38K ﹤0.01% 863
2024
Q2 		$74K Buy
779
+9
+1% +$811 ﹤0.01% 895
2024
Q1 		$64K Buy
770
+126
+20% +$10.4K ﹤0.01% 979
2023
Q4 		$57K Buy
644
+42
+7% +$3.44K ﹤0.01% 945
2023
Q3 		$52K Buy
602
+11
+2% +$995 ﹤0.01% 955
2023
Q2 		$55K Buy
591
+56
+10% +$5.27K ﹤0.01% 935
2023
Q1 		$53K Buy
535
+14
+3% +$1.43K ﹤0.01% 890
2022
Q4 		$52K Buy
521
+103
+25% +$10K ﹤0.01% 919
2022
Q3 		$37K Sell
418
-13
-3% -$1.23K ﹤0.01% 901
2022
Q2 		$39K Sell
431
-236
-35% -$22.2K ﹤0.01% 863
2022
Q1 		$72K Sell
667
-108
-14% -$10.4K ﹤0.01% 908
2021
Q4 		$90K Sell
775
-364
-32% -$42.8K ﹤0.01% 927
2021
Q3 		$129K Buy
1,139
+28
+3% +$3.02K ﹤0.01% 817
2021
Q2 		$99K Buy
1,111
+426
+62% +$39.9K ﹤0.01% 870
2021
Q1 		$67K Sell
685
-150
-18% -$14.1K ﹤0.01% 852
2020
Q4 		$75K Buy
835
+466
+126% +$37.2K ﹤0.01% 782
2020
Q3 		$27K Buy
+369
New +$29.3K ﹤0.01% 812

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CI Investments Inc's EXPO Position: Q4 2025 in Review

CI Investments Inc sold out of Exponent (EXPO) in Q4 2025, closing a stake of 276 shares — an estimated $19K sold.

CI Investments Inc first reported a position in EXPO in Q3 2020 and held it in 21 quarters. The position peaked at $129K in Q3 2021. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • CI Investments Inc reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 276 Exponent shares in Q4 2025, an estimated $19K.
  • CI Investments Inc first reported a position in Exponent in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's Exponent position peaked at $129K in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.