CI Investments Inc
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CI Investments Inc’s Unilever UL Stock Holding History

CI Investments Inc’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,803
Closed -$120K – 1223
2025
Q3 		$120K Hold
1,803
– – ﹤0.01% 842
2025
Q2 		$124K Sell
1,803
-74
-4% -$5.19K ﹤0.01% 858
2025
Q1 		$126K Sell
1,877
-75
-4% -$4.84K ﹤0.01% 834
2024
Q4 		$125K Hold
1,952
– – ﹤0.01% 880
2024
Q3 		$143K Hold
1,952
– – ﹤0.01% 753
2024
Q2 		$121K Sell
1,952
-75
-4% -$4.43K ﹤0.01% 766
2024
Q1 		$114K Hold
2,027
– – ﹤0.01% 864
2023
Q4 		$111K Hold
2,027
– – ﹤0.01% 809
2023
Q3 		$113K Sell
2,027
-74
-4% -$4.28K ﹤0.01% 807
2023
Q2 		$123K Hold
2,101
– – ﹤0.01% 733
2023
Q1 		$123K Sell
2,101
-75
-3% -$4.26K ﹤0.01% 695
2022
Q4 		$123K Hold
2,176
– – ﹤0.01% 700
2022
Q3 		$107K Sell
2,176
-75
-3% -$3.92K ﹤0.01% 689
2022
Q2 		$116K Buy
2,251
+75
+3% +$3.82K ﹤0.01% 694
2022
Q1 		$112K Buy
2,176
+75
+4% +$4.17K ﹤0.01% 838
2021
Q4 		$127K Sell
2,101
-75
-3% -$4.46K ﹤0.01% 847
2021
Q3 		$133K Sell
2,176
-224
-9% -$14.3K ﹤0.01% 807
2021
Q2 		$158K Sell
2,400
-75
-3% -$4.99K ﹤0.01% 784
2021
Q1 		$155K Buy
2,475
+150
+6% +$9.55K ﹤0.01% 703
2020
Q4 		$158K Buy
+2,325
New +$158K ﹤0.01% 683

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

CI Investments Inc sold out of Unilever (UL) in Q4 2025, closing a stake of 1,803 shares — an estimated $120K sold.

CI Investments Inc first reported a position in UL in Q4 2020 and held it in 20 quarters. The position peaked at $158K in Q2 2021. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • CI Investments Inc reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,803 Unilever shares in Q4 2025, an estimated $120K.
  • CI Investments Inc first reported a position in Unilever in Q4 2020 and held it in 20 quarters.
  • CI Investments Inc's Unilever position peaked at $158K in Q2 2021.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

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