Advisory Research’s Cigna CI Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-1,372	Closed	-$392K	–	361
2023 Q3	$392K	Buy	+1,372	New	+$391K	0.05%	319
2023 Q2	–	Sell	-16,318	Closed	-$4.17M	–	442
2023 Q1	$4.17M	Sell	16,318 -17,730	-52%	-$5.17M	0.69%	34
2022 Q4	$11.3M	Sell	34,048 -307	-0.9%	-$97.1K	1.06%	23
2022 Q3	$9.53M	Buy	34,355 +2,632	+8%	+$741K	0.93%	24
2022 Q2	$8.36M	Buy	+31,723	New	+$8.17M	0.82%	28
2014 Q2	–	Sell	-866	Closed	-$73K	–	388
2014 Q1	$73K	Buy	+866	New	+$71.3K	﹤0.01%	384

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's CI Position: Q4 2023 in Review

Advisory Research sold out of Cigna (CI) in Q4 2023, closing a stake of 1,372 shares — an estimated $392K sold.

Advisory Research first reported a position in CI in Q1 2014 and held it in 6 quarters. The position peaked at $11.3M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold CI as of Q4 2023.

Advisory Research reported no remaining Cigna position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,372 Cigna shares in Q4 2023, an estimated $392K.
Advisory Research first reported a position in Cigna in Q1 2014 and held it in 6 quarters.
Advisory Research's Cigna position peaked at $11.3M in Q4 2022.
1,624 funds tracked by Wall St. Rank held Cigna as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.