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Buckingham Strategic Wealth’s Cigna CI Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.89M Buy
5,730
+461
+9% +$159K 0.02% 242
2024
Q1 		$1.91M Buy
5,269
+166
+3% +$54.6K 0.02% 246
2023
Q4 		$1.53M Sell
5,103
-865
-14% -$253K 0.02% 268
2023
Q3 		$1.71M Buy
5,968
+789
+15% +$225K 0.02% 228
2023
Q2 		$1.45M Sell
5,179
-252
-5% -$65.6K 0.02% 251
2023
Q1 		$1.8M Hold
5,431
– – 0.03% 194
2022
Q4 		$1.8M Sell
5,431
-18
-0.3% -$5.7K 0.03% 195
2022
Q3 		$1.51M Buy
5,449
+158
+3% +$44.5K 0.03% 207
2022
Q2 		$1.39M Buy
5,291
+1,806
+52% +$465K 0.03% 222
2022
Q1 		$835K Sell
3,485
-116
-3% -$27.2K 0.02% 272
2021
Q4 		$827K Buy
3,601
+1
+0% +$213 0.02% 285
2021
Q3 		$721K Buy
3,600
+936
+35% +$204K 0.01% 292
2021
Q2 		$631K Buy
2,664
+30
+1% +$7.49K 0.02% 312
2021
Q1 		$637K Sell
2,634
-353
-12% -$78.7K 0.03% 283
2020
Q4 		$622K Buy
2,987
+262
+10% +$51.4K 0.03% 281
2020
Q3 		$462K Sell
2,725
-161
-6% -$28.3K 0.04% 276
2020
Q2 		$542K Buy
2,886
+218
+8% +$41.4K 0.05% 208
2020
Q1 		$473K Buy
2,668
+485
+22% +$94.1K 0.05% 257
2019
Q4 		$446K Sell
2,183
-461
-17% -$84.5K 0.04% 267
2019
Q3 		$401K Buy
2,644
+505
+24% +$82.2K 0.04% 271
2019
Q2 		$337K Buy
2,139
+236
+12% +$37K 0.04% 309
2019
Q1 		$306K Sell
1,903
-311
-14% -$56.8K 0.04% 309
2018
Q4 		$420K Buy
+2,214
New +$462K 0.06% 209

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Strategic Wealth's CI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Cigna (CI) stake by 8.7% in Q2 2024, buying an estimated $159K and bringing the position to 5,730 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #242.

Buckingham Strategic Wealth first reported a position in CI in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.91M in Q1 2024. 1,666 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • Buckingham Strategic Wealth held 5,730 shares of Cigna worth $1.89M as of Q2 2024.
  • Buckingham Strategic Wealth bought 461 Cigna shares in Q2 2024, an estimated $159K.
  • Cigna made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #242 holding.
  • Buckingham Strategic Wealth first reported a position in Cigna in Q4 2018 and has held it in 23 quarters since.
  • Buckingham Strategic Wealth's Cigna position peaked at $1.91M in Q1 2024.
  • 1,666 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.