CI Investments Inc
LOAR icon

CI Investments Inc’s Loar Holdings LOAR Stock Holding History

CI Investments Inc’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-37
Closed -$3K – 1283
2025
Q3 		$3K Sell
37
-2
-5% -$150 ﹤0.01% 1275
2025
Q2 		$3K Sell
39
-1
-3% -$87 ﹤0.01% 1285
2025
Q1 		$3K Sell
40
-97
-71% -$7K ﹤0.01% 1296
2024
Q4 		$10K Buy
+137
New +$11.2K ﹤0.01% 1246

Other funds holding LOAR

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

CI Investments Inc sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 37 shares — an estimated $3K sold.

CI Investments Inc first reported a position in LOAR in Q4 2024 and held it in 4 quarters. The position peaked at $10K in Q4 2024. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • CI Investments Inc reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 37 Loar Holdings shares in Q4 2025, an estimated $3K.
  • CI Investments Inc first reported a position in Loar Holdings in Q4 2024 and held it in 4 quarters.
  • CI Investments Inc's Loar Holdings position peaked at $10K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

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