CI Investments Inc
MORN icon

CI Investments Inc’s Morningstar MORN Stock Holding History

CI Investments Inc’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,292
Closed -$387K – 775
2026
Q1 		$387K Sell
2,292
-32,836
-93% -$6.1M ﹤0.01% 512
2025
Q4 		$7.63M Sell
35,128
-10,400
-23% -$2.25M 0.03% 247
2025
Q3 		$10.6M Buy
45,528
+1,650
+4% +$440K 0.04% 213
2025
Q2 		$13.8M Buy
43,878
+3,471
+9% +$1.03M 0.05% 202
2025
Q1 		$12.1M Buy
40,407
+1,687
+4% +$531K 0.05% 209
2024
Q4 		$13M Sell
38,720
-3,826
-9% -$1.31M 0.05% 209
2024
Q3 		$13.6M Sell
42,546
-3,063
-7% -$952K 0.05% 204
2024
Q2 		$13.5M Buy
45,609
+1,107
+2% +$328K 0.05% 196
2024
Q1 		$13.7M Buy
44,502
+647
+1% +$186K 0.05% 204
2023
Q4 		$12.6M Sell
43,855
-2,912
-6% -$759K 0.06% 196
2023
Q3 		$11M Buy
46,767
+905
+2% +$204K 0.06% 204
2023
Q2 		$8.99M Sell
45,862
-1,541
-3% -$305K 0.05% 226
2023
Q1 		$9.62M Buy
47,403
+4,122
+10% +$906K 0.05% 227
2022
Q4 		$9.37M Buy
43,281
+43,068
+20,220% +$9.82M 0.05% 233
2022
Q3 		$45K Sell
213
-4
-2% -$951 ﹤0.01% 853
2022
Q2 		$52K Sell
217
-117
-35% -$29.5K ﹤0.01% 826
2022
Q1 		$91K Sell
334
-46
-12% -$13K ﹤0.01% 874
2021
Q4 		$130K Sell
380
-120
-24% -$37.1K ﹤0.01% 842
2021
Q3 		$130K Buy
500
+2
+0.4% +$525 ﹤0.01% 813
2021
Q2 		$128K Buy
498
+193
+63% +$46.8K ﹤0.01% 824
2021
Q1 		$69K Sell
305
-63,721
-100% -$14.9M ﹤0.01% 843
2020
Q4 		$14.8M Sell
64,026
-52,797
-45% -$10.5M 0.07% 223
2020
Q3 		$18.8M Buy
116,823
+13,777
+13% +$2.18M 0.09% 172
2020
Q2 		$14.5M Buy
+103,046
New +$14.5M 0.08% 174

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CI Investments Inc's MORN Position: Q2 2026 in Review

CI Investments Inc sold out of Morningstar (MORN) in Q2 2026, closing a stake of 2,292 shares — an estimated $387K sold.

CI Investments Inc first reported a position in MORN in Q2 2020 and held it in 24 quarters. The position peaked at $18.8M in Q3 2020. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • CI Investments Inc reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • CI Investments Inc sold 2,292 Morningstar shares in Q2 2026, an estimated $387K.
  • CI Investments Inc first reported a position in Morningstar in Q2 2020 and held it in 24 quarters.
  • CI Investments Inc's Morningstar position peaked at $18.8M in Q3 2020.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.