Berkshire Asset Management’s Cigna CI Stock Holding History

Berkshire Asset 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	-706	Closed	-$233K	–	301
2025 Q2	$233K	Hold	706	–	–	0.01%	260
2025 Q1	$235K	Buy	706 +19	+3%	+$5.72K	0.01%	259
2024 Q4	$202K	Sell	687 -25	-4%	-$7.97K	0.01%	271
2024 Q3	$235K	Hold	712	–	–	0.01%	258
2024 Q2	$235K	Sell	712 -10	-1%	-$3.45K	0.01%	260
2024 Q1	$262K	Sell	722 -2	-0.3%	-$658	0.01%	214
2023 Q4	$217K	Sell	724 -6	-0.8%	-$1.75K	0.01%	221
2023 Q3	$209K	Sell	730 -75	-9%	-$21.4K	0.01%	220
2023 Q2	$226K	Sell	805 -8	-1%	-$2.08K	0.01%	215
2023 Q1	$208K	Buy	+813	New	+$237K	0.01%	219
2022 Q4	–	Sell	-806	Closed	-$224K	–	155
2022 Q3	$224K	Hold	806	–	–	0.02%	201
2022 Q2	$212K	Buy	+806	New	+$208K	0.01%	211

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