CI Investments Inc
XYZ

CI Investments Inc’s Block Inc XYZ Stock Holding History

CI Investments Inc’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,446
Closed -$420K – 682
2025
Q4 		$420K Buy
6,446
+13
+0.2% +$897 ﹤0.01% 518
2025
Q3 		$465K Sell
6,433
-8,569
-57% -$641K ﹤0.01% 525
2025
Q2 		$1.02M Buy
15,002
+51
+0.3% +$2.97K ﹤0.01% 433
2025
Q1 		$812K Buy
14,951
+8,055
+117% +$601K ﹤0.01% 461
2024
Q4 		$586K Buy
6,896
+4,246
+160% +$348K ﹤0.01% 490
2024
Q3 		$178K Sell
2,650
-235
-8% -$15.2K ﹤0.01% 688
2024
Q2 		$186K Buy
2,885
+512
+22% +$35.8K ﹤0.01% 645
2024
Q1 		$201K Buy
2,373
+551
+30% +$39.9K ﹤0.01% 700
2023
Q4 		$141K Sell
1,822
-80
-4% -$4.52K ﹤0.01% 762
2023
Q3 		$84K Buy
1,902
+131
+7% +$8.11K ﹤0.01% 861
2023
Q2 		$118K Sell
1,771
-259
-13% -$16.2K ﹤0.01% 747
2023
Q1 		$139K Sell
2,030
-116
-5% -$8.68K ﹤0.01% 664
2022
Q4 		$135K Buy
2,146
+711
+50% +$43.9K ﹤0.01% 678
2022
Q3 		$79K Buy
1,435
+722
+101% +$51.1K ﹤0.01% 744
2022
Q2 		$44K Buy
713
+665
+1,385% +$60.8K ﹤0.01% 847
2022
Q1 		$7K Hold
48
– – ﹤0.01% 1110
2021
Q4 		$8K Sell
48
-216,379
-100% -$46.9M ﹤0.01% 1097
2021
Q3 		$51.9M Sell
216,427
-15,486
-7% -$3.98M 0.19% 128
2021
Q2 		$56.5M Buy
231,913
+229,663
+10,207% +$53.3M 0.21% 125
2021
Q1 		$511K Sell
2,250
-2,815
-56% -$658K ﹤0.01% 549
2020
Q4 		$1.1M Buy
5,065
+227
+5% +$44.3K ﹤0.01% 376
2020
Q3 		$786K Buy
+4,838
New +$683K ﹤0.01% 364
2019
Q2 		– Sell
-71,150
Closed -$5.33M – 345
2019
Q1 		$5.33M Buy
+71,150
New +$5.16M 0.03% 237
2016
Q3 		– Sell
-5,000
Closed -$45K – 229
2016
Q2 		$45K Hold
5,000
– – ﹤0.01% 192
2016
Q1 		$76K Hold
5,000
– – ﹤0.01% 174
2015
Q4 		$65K Buy
+5,000
New +$61.6K ﹤0.01% 170

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CI Investments Inc's XYZ Position: Q1 2026 in Review

CI Investments Inc sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 6,446 shares — an estimated $420K sold.

CI Investments Inc first reported a position in XYZ in Q4 2015 and held it in 26 quarters. The position peaked at $56.5M in Q2 2021. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • CI Investments Inc reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • CI Investments Inc sold 6,446 Block Inc shares in Q1 2026, an estimated $420K.
  • CI Investments Inc first reported a position in Block Inc in Q4 2015 and held it in 26 quarters.
  • CI Investments Inc's Block Inc position peaked at $56.5M in Q2 2021.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.