Berman Capital Advisors’s Cigna CI Stock Holding History

Berman Capital 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
2021 Q3	$227K	Buy	1,138 +47	+4%	+$10.2K	0.04%	240
2021 Q2	$258K	Buy	1,091 +349	+47%	+$87.2K	0.04%	194
2021 Q1	$178K	Buy	742 +279	+60%	+$62.2K	0.04%	202
2020 Q4	$95K	Buy	463 +20	+5%	+$3.92K	0.02%	255
2020 Q3	$74K	Sell	443 -407	-48%	-$71.6K	0.02%	265
2020 Q2	$157K	Buy	850 +114	+15%	+$21.6K	0.04%	167
2020 Q1	$129K	Sell	736 -1	-0.1%	-$194	0.04%	163
2019 Q4	$150K	Buy	737 +6	+0.8%	+$1.1K	0.04%	169
2019 Q3	$110K	Buy	731 +49	+7%	+$7.97K	0.03%	201
2019 Q2	$107K	Sell	682 -46	-6%	-$7.21K	0.03%	200
2019 Q1	$116K	Sell	728 -69	-9%	-$12.6K	0.04%	175
2018 Q4	$151K	Buy	+797	New	+$166K	0.06%	128

Other funds holding CI

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Berman Capital Advisors's CI Position: Q3 2021 in Review

Berman Capital Advisors increased its Cigna (CI) stake by 4.3% in Q3 2021, buying an estimated $10.2K and bringing the position to 1,138 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #240.

Berman Capital Advisors first reported a position in CI in Q4 2018 and has held it in 12 quarters since. The position peaked at $258K in Q2 2021. 1,247 funds tracked by Wall St. Rank hold CI as of Q3 2021.

Berman Capital Advisors held 1,138 shares of Cigna worth $227K as of Q3 2021.
Berman Capital Advisors bought 47 Cigna shares in Q3 2021, an estimated $10.2K.
Cigna made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #240 holding.
Berman Capital Advisors first reported a position in Cigna in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Cigna position peaked at $258K in Q2 2021.
1,247 funds tracked by Wall St. Rank held Cigna as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.