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Crescent Grove Advisors’s Cigna CI Stock Holding History

Crescent Grove Advisors’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
Q2 		– Sell
-1,524
Closed -$389K – 295
2023
Q1 		$389K Buy
1,524
+346
+29% +$101K 0.05% 201
2022
Q4 		$390K Sell
1,178
-1
-0.1% -$316 0.04% 204
2022
Q3 		$327K Buy
+1,179
New +$332K 0.04% 200
2022
Q2 		– Sell
-1,650
Closed -$395K – 268
2022
Q1 		$395K Sell
1,650
-632
-28% -$148K 0.04% 190
2021
Q4 		$524K Buy
+2,282
New +$485K 0.05% 162

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crescent Grove Advisors's CI Position: Q2 2023 in Review

Crescent Grove Advisors sold out of Cigna (CI) in Q2 2023, closing a stake of 1,524 shares — an estimated $389K sold.

Crescent Grove Advisors first reported a position in CI in Q4 2021 and held it in 5 quarters. The position peaked at $524K in Q4 2021. 1,489 funds tracked by Wall St. Rank hold CI as of Q2 2023.

  • Crescent Grove Advisors reported no remaining Cigna position as of Q2 2023 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,524 Cigna shares in Q2 2023, an estimated $389K.
  • Crescent Grove Advisors first reported a position in Cigna in Q4 2021 and held it in 5 quarters.
  • Crescent Grove Advisors's Cigna position peaked at $524K in Q4 2021.
  • 1,489 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on Crescent Grove Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.