44 Wealth Management’s Cigna CI Stock Holding History

44 Wealth Management’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,591	Closed	-$526K	–	205
2025 Q2	$526K	Sell	1,591 -815	-34%	-$263K	0.19%	135
2025 Q1	$792K	Buy	2,406 +278	+13%	+$83.8K	0.3%	103
2024 Q4	$588K	Sell	2,128 -471	-18%	-$150K	0.23%	117
2024 Q3	$825K	Buy	+2,599	New	+$895K	0.29%	105
2023 Q2	$696K	Buy	2,480 +5	+0.2%	+$1.3K	0.24%	88
2023 Q1	$632K	Sell	2,475 -41	-2%	-$11.9K	0.21%	93
2022 Q4	$834K	Sell	2,516 -380	-13%	-$120K	0.29%	81
2022 Q3	$804K	Sell	2,896 -782	-21%	-$220K	0.33%	78
2022 Q2	$969K	Buy	3,678 +96	+3%	+$24.7K	0.37%	74
2022 Q1	$858K	Sell	3,582 -96	-3%	-$22.5K	0.31%	87
2021 Q4	$845K	Buy	3,678 +417	+13%	+$88.6K	0.29%	80
2021 Q3	$653K	Buy	3,261 +866	+36%	+$188K	0.25%	87
2021 Q2	$568K	Sell	2,395 -204	-8%	-$51K	0.22%	103
2021 Q1	$628K	Buy	+2,599	New	+$579K	0.26%	83

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return