Fidelity Investments’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Fidelity Investments’s Portfolio CHI Stock Details CHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$12	–	5347
2024 Q4	$12	Buy	+1	New	+$12	﹤0.01%	5422
2023 Q4	–	Sell	-1	Closed	-$11	–	5461
2023 Q3	$11	Buy	+1	New	+$11	﹤0.01%	5166
2023 Q2	–	Sell	-6,624	Closed	-$69.7K	–	5396
2023 Q1	$69.7K	Buy	+6,624	New	+$76.4K	﹤0.01%	3316
2022 Q4	–	Sell	-1	Closed	–	–	5369
2022 Q3	$0	Buy	+1	New	+$12	﹤0.01%	4897
2022 Q2	–	Sell	-1	Closed	–	–	4956
2022 Q1	$0	Sell	1 -1	-50%	-$13	﹤0.01%	4999
2021 Q4	$0	Buy	+2	New	+$31	﹤0.01%	4384
2021 Q3	–	Sell	-1	Closed	–	–	4408
2021 Q2	$0	Buy	+1	New	+$15	﹤0.01%	4301
2020 Q1	–	Sell	-2	Closed	–	–	3663
2019 Q4	$0	Buy	2 +1	+100%	+$11	﹤0.01%	3814
2019 Q3	$0	Hold	1	–	–	﹤0.01%	3804
2019 Q2	$0	Hold	1	–	–	﹤0.01%	3765
2019 Q1	$0	Sell	1 -3	-75%	-$30	﹤0.01%	3652
2018 Q4	$0	Buy	+4	New	+$40	﹤0.01%	3570

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Fidelity Investments's CHI Position: Q1 2025 in Review

Fidelity Investments sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in CHI in Q4 2018 and held it in 12 quarters. The position peaked at $69.7K in Q1 2023. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

Fidelity Investments reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Calamos Convertible Opportunities and Income Fund share in Q1 2025, an estimated $12.
Fidelity Investments first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2018 and held it in 12 quarters.
Fidelity Investments's Calamos Convertible Opportunities and Income Fund position peaked at $69.7K in Q1 2023.
120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.