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BerganKDV Wealth Management’s Cigna CI Stock Holding History

BerganKDV 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
2023
Q2 		$135K Sell
481
-27
-5% -$7.03K 0.01% 268
2023
Q1 		$130K Sell
508
-4,272
-89% -$1.24M 0.01% 281
2022
Q4 		$1.58M Buy
4,780
+707
+17% +$224K 0.17% 103
2022
Q3 		$1.13M Buy
4,073
+196
+5% +$55.2K 0.14% 114
2022
Q2 		$1.02M Buy
3,877
+413
+12% +$106K 0.12% 128
2022
Q1 		$830K Buy
3,464
+324
+10% +$75.9K 0.09% 136
2021
Q4 		$721K Buy
3,140
+308
+11% +$65.5K 0.08% 155
2021
Q3 		$567K Sell
2,832
-45
-2% -$9.79K 0.06% 167
2021
Q2 		$682K Buy
2,877
+103
+4% +$25.7K 0.08% 154
2021
Q1 		$671K Buy
2,774
+15
+0.5% +$3.34K 0.09% 147
2020
Q4 		$574K Buy
2,759
+36
+1% +$7.06K 0.08% 150
2020
Q3 		$461K Buy
2,723
+60
+2% +$10.6K 0.07% 159
2020
Q2 		$500K Sell
2,663
-32
-1% -$6.07K 0.09% 144
2020
Q1 		$478K Sell
2,695
-117
-4% -$22.7K 0.1% 133
2019
Q4 		$575K Sell
2,812
-143
-5% -$26.2K 0.1% 134
2019
Q3 		$449K Sell
2,955
-935
-24% -$152K 0.09% 141
2019
Q2 		$613K Sell
3,890
-375
-9% -$58.8K 0.12% 123
2019
Q1 		$686K Sell
4,265
-1,311
-24% -$239K 0.14% 111
2018
Q4 		$1.06M Buy
5,576
+1,164
+26% +$243K 0.25% 75
2018
Q3 		$919K Buy
4,412
+4,100
+1,314% +$760K 0.2% 90
2018
Q2 		$53K Buy
+312
New +$54K 0.01% 314

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's CI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Cigna (CI) stake by 5.3% in Q2 2023, selling an estimated $7.03K and leaving 481 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #268.

BerganKDV Wealth Management first reported a position in CI in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.58M in Q4 2022. 1,490 funds tracked by Wall St. Rank hold CI as of Q2 2023.

  • BerganKDV Wealth Management held 481 shares of Cigna worth $135K as of Q2 2023.
  • BerganKDV Wealth Management sold 27 Cigna shares in Q2 2023, an estimated $7.03K.
  • Cigna made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #268 holding.
  • BerganKDV Wealth Management first reported a position in Cigna in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's Cigna position peaked at $1.58M in Q4 2022.
  • 1,490 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.