Barry Investment Advisors’s Cigna CI Stock Holding History

Barry Investment Advisors’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	-666	Closed	-$220K	–	108
2025 Q2	$220K	Hold	666	–	–	0.05%	96
2025 Q1	$219K	Buy	+666	New	+$201K	0.06%	98
2024 Q4	–	Sell	-673	Closed	-$233K	–	112
2024 Q3	$233K	Sell	673 -74	-10%	-$25.5K	0.07%	104
2024 Q2	$247K	Buy	747 +1	+0.1%	+$345	0.08%	102
2024 Q1	$271K	Sell	746 -1	-0.1%	-$329	0.09%	98
2023 Q4	$224K	Buy	747 +1	+0.1%	+$292	0.08%	99
2023 Q3	$214K	Sell	746 -179	-19%	-$51K	0.08%	104
2023 Q2	$260K	Sell	925 -1	-0.1%	-$260	0.09%	102
2023 Q1	$237K	Sell	926 -3	-0.3%	-$874	0.08%	103
2022 Q4	$308K	Buy	929 +1	+0.1%	+$316	0.1%	90
2022 Q3	$257K	Sell	928 -1	-0.1%	-$281	0.09%	96
2022 Q2	$245K	Buy	929 +1	+0.1%	+$258	0.07%	111
2022 Q1	$222K	Buy	928 +6	+0.7%	+$1.41K	0.06%	117
2021 Q4	$212K	Buy	+922	New	+$196K	0.06%	123
2021 Q3	–	Sell	-926	Closed	-$220K	–	122
2021 Q2	$220K	Buy	926 +15	+2%	+$3.75K	0.06%	108
2021 Q1	$220K	Buy	+911	New	+$203K	0.06%	103

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