CI Investments Inc
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CI Investments Inc’s UWM Holdings UWMC Stock Holding History

CI Investments Inc’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-298
Closed -$2K – 1229
2025
Q3 		$2K Buy
298
+92
+45% +$482 ﹤0.01% 1281
2025
Q2 		$1K Sell
206
-48
-19% -$211 ﹤0.01% 1293
2025
Q1 		$1K Buy
254
+94
+59% +$571 ﹤0.01% 1303
2024
Q4 		$1K Buy
160
+3
+2% +$20 ﹤0.01% 1299
2024
Q3 		$1K Sell
157
-1
-0.6% -$8 ﹤0.01% 1275
2024
Q2 		$1K Sell
158
-8
-5% -$55 ﹤0.01% 1256
2024
Q1 		$1K Buy
166
+36
+28% +$243 ﹤0.01% 1286
2023
Q4 		$1K Buy
130
+1
+0.8% +$6 ﹤0.01% 1265
2023
Q3 		$1K Buy
129
+10
+8% +$58 ﹤0.01% 1294
2023
Q2 		$1K Buy
119
+114
+2,280% +$614 ﹤0.01% 1308
2023
Q1 		$0 Hold
5
– – ﹤0.01% 1312
2022
Q4 		$0 Hold
5
– – ﹤0.01% 1381
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1370
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1420
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1448
2021
Q4 		$0 Hold
5
– – ﹤0.01% 1449
2021
Q3 		$0 Buy
+5
New +$37 ﹤0.01% 1403

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $508M AUM 22.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

CI Investments Inc sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 298 shares — an estimated $2K sold.

CI Investments Inc first reported a position in UWMC in Q3 2021 and held it in 17 quarters. The position peaked at $2K in Q3 2025. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

  • CI Investments Inc reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 298 UWM Holdings shares in Q4 2025, an estimated $2K.
  • CI Investments Inc first reported a position in UWM Holdings in Q3 2021 and held it in 17 quarters.
  • CI Investments Inc's UWM Holdings position peaked at $2K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

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