Boston Family Office’s Cigna CI Stock Holding History

Boston Family Office’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
2024 Q3	–	Sell	-830	Closed	-$274K	–	276
2024 Q2	$274K	Sell	830 -1	-0.1%	-$345	0.02%	231
2024 Q1	$302K	Buy	+831	New	+$274K	0.02%	221
2023 Q3	–	Sell	-814	Closed	-$228K	–	254
2023 Q2	$228K	Hold	814	–	–	0.02%	236
2023 Q1	$208K	Buy	+814	New	+$237K	0.02%	252
2021 Q3	–	Sell	-896	Closed	-$212K	–	283
2021 Q2	$212K	Hold	896	–	–	0.02%	265
2021 Q1	$216K	Buy	+896	New	+$200K	0.02%	256
2020 Q1	–	Sell	-1,018	Closed	-$208K	–	238
2019 Q4	$208K	Sell	1,018 -738	-42%	-$135K	0.02%	247
2019 Q3	$267K	Buy	1,756 +4	+0.2%	+$651	0.03%	230
2019 Q2	$276K	Sell	1,752 -399	-19%	-$62.5K	0.03%	232
2019 Q1	$346K	Buy	2,151 +227	+12%	+$41.5K	0.04%	218
2018 Q4	$365K	Buy	+1,924	New	+$401K	0.05%	207

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

Fidelity Investments

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return