Loudon Investment Management’s CI Financial Corp. CIXX Stock Holding History

Loudon Investment Management’s Portfolio CIXX Stock Details CIXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18,500	Closed	-$185K	–	94
2022 Q4	$185K	Hold	18,500	–	–	0.13%	90
2022 Q3	$177K	Hold	18,500	–	–	0.14%	88
2022 Q2	$196K	Hold	18,500	–	–	0.15%	85
2022 Q1	$294K	Hold	18,500	–	–	0.19%	81
2021 Q4	$387K	Hold	18,500	–	–	0.25%	72
2021 Q3	$375K	Hold	18,500	–	–	0.27%	72
2021 Q2	$340K	Hold	18,500	–	–	0.23%	72
2021 Q1	$268K	Hold	18,500	–	–	0.19%	73
2020 Q4	$230K	Buy	+18,500	New	+$240K	0.18%	71

Other funds holding CIXX

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

CAM

ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

CQS

Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Loudon Investment Management's CIXX Position: Q1 2023 in Review

Loudon Investment Management sold out of CI Financial Corp. (CIXX) in Q1 2023, closing a stake of 18,500 shares — an estimated $185K sold.

Loudon Investment Management first reported a position in CIXX in Q4 2020 and held it in 9 quarters. The position peaked at $387K in Q4 2021. 13 funds tracked by Wall St. Rank hold CIXX as of Q1 2023.

Loudon Investment Management reported no remaining CI Financial Corp. position as of Q1 2023 after selling out during the quarter.
Loudon Investment Management sold 18,500 CI Financial Corp. shares in Q1 2023, an estimated $185K.
Loudon Investment Management first reported a position in CI Financial Corp. in Q4 2020 and held it in 9 quarters.
Loudon Investment Management's CI Financial Corp. position peaked at $387K in Q4 2021.
13 funds tracked by Wall St. Rank held CI Financial Corp. as of Q1 2023.

Based on Loudon Investment Management's 13F filing for Q1 2023, filed 2 May 2023.