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Burkett Financial Services’s Cigna CI Stock Holding History

Burkett Financial Services’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
-8
Closed -$2.71K – 214
2024
Q2 		$2.71K Hold
8
– – ﹤0.01% 170
2024
Q1 		$2.97K Hold
8
– – ﹤0.01% 169
2023
Q4 		$2.44K Buy
+8
New +$2.34K ﹤0.01% 170

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burkett Financial Services's CI Position: Q3 2024 in Review

Burkett Financial Services sold out of Cigna (CI) in Q3 2024, closing a stake of 8 shares — an estimated $2.71K sold.

Burkett Financial Services first reported a position in CI in Q4 2023 and held it in 3 quarters. The position peaked at $2.97K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CI as of Q3 2024.

  • Burkett Financial Services reported no remaining Cigna position as of Q3 2024 after selling out during the quarter.
  • Burkett Financial Services sold 8 Cigna shares in Q3 2024, an estimated $2.71K.
  • Burkett Financial Services first reported a position in Cigna in Q4 2023 and held it in 3 quarters.
  • Burkett Financial Services's Cigna position peaked at $2.97K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Burkett Financial Services's 13F filing for Q3 2024, filed 8 Oct 2024.