Birch Capital Management’s Cigna CI Stock Holding History

Birch Capital 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 Q3	–	Sell	-11	Closed	-$3.09K	–	100
2023 Q2	$3.09K	Sell	11 -41	-79%	-$10.7K	﹤0.01%	95
2023 Q1	$13.3K	Hold	52	–	–	0.01%	84
2022 Q4	$17.2K	Hold	52	–	–	0.01%	85
2022 Q3	$14.4K	Hold	52	–	–	0.01%	85
2022 Q2	$13.7K	Sell	52 -46	-47%	-$11.9K	0.01%	92
2022 Q1	$23K	Sell	98 -85	-46%	-$19.9K	0.01%	82
2021 Q4	$42K	Hold	183	–	–	0.03%	79
2021 Q3	$37K	Sell	183 -125	-41%	-$27.2K	0.03%	76
2021 Q2	$73K	Hold	308	–	–	0.05%	73
2021 Q1	$74K	Hold	308	–	–	0.05%	72
2020 Q4	$64K	Hold	308	–	–	0.05%	72
2020 Q3	$52K	Hold	308	–	–	0.05%	70
2020 Q2	$58K	Hold	308	–	–	0.05%	69
2020 Q1	$55K	Hold	308	–	–	0.06%	68
2019 Q4	$63K	Buy	+308	New	+$56.5K	0.06%	68

Other funds holding CI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Birch Capital Management's CI Position: Q3 2023 in Review

Birch Capital Management sold out of Cigna (CI) in Q3 2023, closing a stake of 11 shares — an estimated $3.09K sold.

Birch Capital Management first reported a position in CI in Q4 2019 and held it in 15 quarters. The position peaked at $74K in Q1 2021. 1,493 funds tracked by Wall St. Rank hold CI as of Q3 2023.

Birch Capital Management reported no remaining Cigna position as of Q3 2023 after selling out during the quarter.
Birch Capital Management sold 11 Cigna shares in Q3 2023, an estimated $3.09K.
Birch Capital Management first reported a position in Cigna in Q4 2019 and held it in 15 quarters.
Birch Capital Management's Cigna position peaked at $74K in Q1 2021.
1,493 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on Birch Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.