Endurance Wealth Management’s Cigna CI Stock Holding History

Endurance Wealth Management’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	$157K	Hold	562	–	–	0.02%	222
2023 Q1	$144K	Hold	562	–	–	0.02%	230
2022 Q4	$186K	Hold	562	–	–	0.03%	194
2022 Q3	$156K	Hold	562	–	–	0.03%	208
2022 Q2	$148K	Hold	562	–	–	0.02%	218
2022 Q1	$135K	Hold	562	–	–	0.02%	242
2021 Q4	$129K	Hold	562	–	–	0.01%	257
2021 Q3	$112K	Hold	562	–	–	0.01%	270
2021 Q2	$132K	Hold	562	–	–	0.01%	259
2021 Q1	$136K	Hold	562	–	–	0.02%	253
2020 Q4	$116K	Hold	562	–	–	0.01%	244
2020 Q3	$95K	Hold	562	–	–	0.01%	244
2020 Q2	$105K	Sell	562 -50	-8%	-$9.49K	0.02%	231
2020 Q1	$108K	Hold	612	–	–	0.02%	221
2019 Q4	$125K	Sell	612 -37	-6%	-$6.78K	0.02%	209
2019 Q3	$99K	Buy	649 +550	+556%	+$89.5K	0.02%	219
2019 Q2	$16K	Hold	99	–	–	﹤0.01%	352
2019 Q1	$16K	Hold	99	–	–	﹤0.01%	346
2018 Q4	$19K	Buy	+99	New	+$20.7K	﹤0.01%	319

Other funds holding CI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Endurance Wealth Management's CI Position: Q2 2023 in Review

Endurance Wealth Management held its Cigna (CI) position steady in Q2 2023 at 562 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #222.

Endurance Wealth Management first reported a position in CI in Q4 2018 and has held it in 19 quarters since. The position peaked at $186K in Q4 2022. 1,491 funds tracked by Wall St. Rank hold CI as of Q2 2023.

Endurance Wealth Management held 562 shares of Cigna worth $157K as of Q2 2023.
Endurance Wealth Management left its Cigna share count unchanged in Q2 2023.
Cigna made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #222 holding.
Endurance Wealth Management first reported a position in Cigna in Q4 2018 and has held it in 19 quarters since.
Endurance Wealth Management's Cigna position peaked at $186K in Q4 2022.
1,491 funds tracked by Wall St. Rank held Cigna as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.