Barton Investment Management’s Cigna CI Stock Holding History

Barton Investment 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
2026 Q1	–	Sell	-1,080	Closed	-$297K	–	55
2025 Q4	$297K	Hold	1,080	–	–	0.03%	48
2025 Q3	$311K	Hold	1,080	–	–	0.03%	46
2025 Q2	$357K	Hold	1,080	–	–	0.04%	41
2025 Q1	$355K	Hold	1,080	–	–	0.04%	41
2024 Q4	$298K	Hold	1,080	–	–	0.03%	40
2024 Q3	$374K	Hold	1,080	–	–	0.05%	41
2024 Q2	$357K	Hold	1,080	–	–	0.05%	39
2024 Q1	$392K	Hold	1,080	–	–	0.05%	38
2023 Q4	$323K	Sell	1,080 -418	-28%	-$122K	0.04%	41
2023 Q3	$429K	Hold	1,498	–	–	0.07%	36
2023 Q2	$420K	Hold	1,498	–	–	0.06%	36
2023 Q1	$383K	Sell	1,498 -152	-9%	-$44.3K	0.07%	36
2022 Q4	$547K	Hold	1,650	–	–	0.11%	34
2022 Q3	$458K	Sell	1,650 -165	-9%	-$46.4K	0.09%	34
2022 Q2	$478K	Sell	1,815 -400	-18%	-$103K	0.1%	34
2022 Q1	$531K	Hold	2,215	–	–	0.07%	36
2021 Q4	$509K	Sell	2,215 -425	-16%	-$90.3K	0.04%	36
2021 Q3	$528K	Hold	2,640	–	–	0.04%	33
2021 Q2	$625K	Hold	2,640	–	–	0.05%	32
2021 Q1	$638K	Sell	2,640 -351	-12%	-$78.2K	0.06%	32
2020 Q4	$623K	Hold	2,991	–	–	0.05%	30
2020 Q3	$506K	Hold	2,991	–	–	0.05%	31
2020 Q2	$561K	Hold	2,991	–	–	0.06%	30
2020 Q1	$530K	Sell	2,991 -300	-9%	-$58.2K	0.08%	31
2019 Q4	$673K	Hold	3,291	–	–	0.1%	30
2019 Q3	$500K	Hold	3,291	–	–	0.08%	31
2019 Q2	$518K	Sell	3,291 -200	-6%	-$31.3K	0.08%	31
2019 Q1	$561K	Hold	3,491	–	–	0.09%	32
2018 Q4	$663K	Buy	3,491 +351	+11%	+$73.2K	0.13%	29
2018 Q3	$653K	Hold	3,140	–	–	0.1%	29
2018 Q2	$533K	Hold	3,140	–	–	0.09%	32
2018 Q1	$527K	Sell	3,140 -285	-8%	-$55.4K	0.1%	31
2017 Q4	$696K	Hold	3,425	–	–	0.15%	28
2017 Q3	$640K	Buy	3,425 +300	+10%	+$53.4K	0.15%	28
2017 Q2	$523K	Sell	3,125 -90	-3%	-$14.5K	0.14%	29
2017 Q1	$470K	Sell	3,215 -65	-2%	-$9.58K	0.14%	35
2016 Q4	$437K	Hold	3,280	–	–	0.15%	32
2016 Q3	$427K	Sell	3,280 -300	-8%	-$39.2K	0.14%	31
2016 Q2	$458K	Hold	3,580	–	–	0.17%	32
2016 Q1	$491K	Hold	3,580	–	–	0.13%	35
2015 Q4	$524K	Hold	3,580	–	–	0.17%	27
2015 Q3	$483K	Hold	3,580	–	–	0.18%	33
2015 Q2	$580K	Hold	3,580	–	–	0.21%	31
2015 Q1	$463K	Sell	3,580 -909	-20%	-$106K	0.17%	37
2014 Q4	$462K	Sell	4,489 -400	-8%	-$39.4K	0.18%	37
2014 Q3	$443K	Hold	4,889	–	–	0.17%	37
2014 Q2	$450K	Hold	4,889	–	–	0.18%	36
2014 Q1	$409K	Sell	4,889 -5,826	-54%	-$480K	0.17%	39
2013 Q4	$937K	Sell	10,715 -480	-4%	-$39.3K	0.38%	24
2013 Q3	$860K	Hold	11,195	–	–	0.39%	23
2013 Q2	$812K	Buy	+11,195	New	+$755K	0.42%	24

Other funds holding CI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Barton Investment Management's CI Position: Q1 2026 in Review

Barton Investment Management sold out of Cigna (CI) in Q1 2026, closing a stake of 1,080 shares — an estimated $297K sold.

Barton Investment Management first reported a position in CI in Q2 2013 and held it in 51 quarters. The position peaked at $937K in Q4 2013. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Barton Investment Management reported no remaining Cigna position as of Q1 2026 after selling out during the quarter.
Barton Investment Management sold 1,080 Cigna shares in Q1 2026, an estimated $297K.
Barton Investment Management first reported a position in Cigna in Q2 2013 and held it in 51 quarters.
Barton Investment Management's Cigna position peaked at $937K in Q4 2013.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Barton Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.