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

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

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Family Office's CI Position: Q3 2024 in Review

Boston Family Office sold out of Cigna (CI) in Q3 2024, closing a stake of 830 shares — an estimated $274K sold.

Boston Family Office first reported a position in CI in Q4 2018 and held it in 11 quarters. The position peaked at $365K in Q4 2018. 1,706 funds tracked by Wall St. Rank hold CI as of Q3 2024.

Boston Family Office reported no remaining Cigna position as of Q3 2024 after selling out during the quarter.
Boston Family Office sold 830 Cigna shares in Q3 2024, an estimated $274K.
Boston Family Office first reported a position in Cigna in Q4 2018 and held it in 11 quarters.
Boston Family Office's Cigna position peaked at $365K in Q4 2018.
1,706 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Boston Family Office's 13F filing for Q3 2024, filed 13 Nov 2024.