CI Investments Inc
MC icon

CI Investments Inc’s Moelis & Co MC Stock Holding History

CI Investments Inc’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-324
Closed -$23K – 1014
2025
Q3 		$23K Sell
324
-379
-54% -$27.1K ﹤0.01% 1143
2025
Q2 		$44K Sell
703
-269
-28% -$15.1K ﹤0.01% 1045
2025
Q1 		$57K Buy
972
+43
+5% +$3.03K ﹤0.01% 1018
2024
Q4 		$69K Buy
+929
New +$67.2K ﹤0.01% 1004

Other funds holding MC

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CI Investments Inc sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 324 shares — an estimated $23K sold.

CI Investments Inc first reported a position in MC in Q4 2024 and held it in 4 quarters. The position peaked at $69K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • CI Investments Inc reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 324 Moelis & Co shares in Q4 2025, an estimated $23K.
  • CI Investments Inc first reported a position in Moelis & Co in Q4 2024 and held it in 4 quarters.
  • CI Investments Inc's Moelis & Co position peaked at $69K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

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