CCP
CI icon

Carmel Capital Partners’s Cigna CI Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-271
Closed -$77.5K – 239
2023
Q3 		$77.5K Buy
271
+264
+3,771% +$75.3K 0.03% 215
2023
Q2 		$1.96K Hold
7
– – ﹤0.01% 366
2023
Q1 		$1.79K Buy
+7
New +$2.04K ﹤0.01% 413

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 $3.38T 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Carmel Capital Partners's CI Position: Q4 2023 in Review

Carmel Capital Partners sold out of Cigna (CI) in Q4 2023, closing a stake of 271 shares — an estimated $77.5K sold.

Carmel Capital Partners first reported a position in CI in Q1 2023 and held it in 3 quarters. The position peaked at $77.5K in Q3 2023. 1,626 funds tracked by Wall St. Rank hold CI as of Q4 2023.

  • Carmel Capital Partners reported no remaining Cigna position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 271 Cigna shares in Q4 2023, an estimated $77.5K.
  • Carmel Capital Partners first reported a position in Cigna in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Cigna position peaked at $77.5K in Q3 2023.
  • 1,626 funds tracked by Wall St. Rank held Cigna as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.