CI Investments Inc
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CI Investments Inc’s Federated Hermes FHI Stock Holding History

CI Investments Inc’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-33,581
Closed -$1.09M – 1327
2021
Q3 		$1.09M Buy
33,581
+17,471
+108% +$570K ﹤0.01% 449
2021
Q2 		$546K Sell
16,110
-705
-4% -$22.4K ﹤0.01% 616
2021
Q1 		$526K Sell
16,815
-251
-1% -$7.37K ﹤0.01% 538
2020
Q4 		$493K Sell
17,066
-6,277
-27% -$167K ﹤0.01% 519
2020
Q3 		$502K Buy
23,343
+2,954
+14% +$70.1K ﹤0.01% 410
2020
Q2 		$483K Sell
20,389
-3,420
-14% -$75.7K ﹤0.01% 395
2020
Q1 		$454K Buy
23,809
+2,005
+9% +$59.5K ﹤0.01% 397
2019
Q4 		$711K Sell
21,804
-1,486
-6% -$48.5K ﹤0.01% 399
2019
Q3 		$755K Buy
+23,290
New +$765K ﹤0.01% 380

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CI Investments Inc sold out of Federated Hermes (FHI) in Q4 2021, closing a stake of 33,581 shares — an estimated $1.09M sold.

CI Investments Inc first reported a position in FHI in Q3 2019 and held it in 9 quarters. The position peaked at $1.09M in Q3 2021. 261 funds tracked by Wall St. Rank hold FHI as of Q4 2021.

  • CI Investments Inc reported no remaining Federated Hermes position as of Q4 2021 after selling out during the quarter.
  • CI Investments Inc sold 33,581 Federated Hermes shares in Q4 2021, an estimated $1.09M.
  • CI Investments Inc first reported a position in Federated Hermes in Q3 2019 and held it in 9 quarters.
  • CI Investments Inc's Federated Hermes position peaked at $1.09M in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2021.

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