CI Investments Inc
HALO icon

CI Investments Inc’s Halozyme HALO Stock Holding History

CI Investments Inc’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,730
Closed -$127K – 912
2025
Q3 		$127K Sell
1,730
-674
-28% -$44.8K ﹤0.01% 825
2025
Q2 		$125K Sell
2,404
-151
-6% -$8.59K ﹤0.01% 852
2025
Q1 		$163K Sell
2,555
-1,098
-30% -$63.8K ﹤0.01% 787
2024
Q4 		$175K Buy
3,653
+298
+9% +$15.3K ﹤0.01% 775
2024
Q3 		$192K Sell
3,355
-92
-3% -$5.27K ﹤0.01% 668
2024
Q2 		$180K Sell
3,447
-193
-5% -$8.46K ﹤0.01% 656
2024
Q1 		$148K Buy
3,640
+1,626
+81% +$61K ﹤0.01% 787
2023
Q4 		$74K Sell
2,014
-4,361
-68% -$164K ﹤0.01% 907
2023
Q3 		$244K Sell
6,375
-5,156
-45% -$211K ﹤0.01% 583
2023
Q2 		$416K Buy
11,531
+2,681
+30% +$91.5K ﹤0.01% 495
2023
Q1 		$338K Buy
8,850
+1,296
+17% +$60.8K ﹤0.01% 503
2022
Q4 		$430K Buy
7,554
+7,350
+3,603% +$376K ﹤0.01% 458
2022
Q3 		$8K Buy
+204
New +$9.02K ﹤0.01% 1142
2021
Q1 		– Sell
-13,143
Closed -$561K – 1028
2020
Q4 		$561K Buy
+13,143
New +$472K ﹤0.01% 476
2020
Q3 		– Sell
-11,643
Closed -$312K – 947
2020
Q2 		$312K Buy
+11,643
New +$263K ﹤0.01% 448

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return