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Evercore Wealth Management’s Cigna CI Stock Holding History

Evercore 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
2025
Q2
$776K Buy
2025
Q1
$714K Sell
2024
Q4
$630K Hold
2024
Q3
$790K Sell
2024
Q2
$819K Sell
2024
Q1
$913K Buy
2023
Q4
$748K Buy
2023
Q3
$710K Buy
2023
Q2
$689K Sell
2023
Q1
$630K Buy
2022
Q4
$813K Buy
2022
Q3
$653K Hold
2022
Q2
$620K Buy
2022
Q1
$533K Sell
2021
Q4
$519K Sell
2021
Q3
$457K Sell
2021
Q2
$573K Sell
2021
Q1
$587K Sell
2020
Q4
$540K Buy
2020
Q3
$428K Sell
2020
Q2
$500K Buy
2020
Q1
$468K Buy
2019
Q4
$534K Hold
2019
Q3
$397K Sell
2019
Q2
$418K Sell
2019
Q1
$473K Sell
2018
Q4
$725K Buy
2018
Q3
$567K Buy
2018
Q2
$255K Buy
2018
Q1
– Sell
2017
Q4
$96K Hold
2017
Q3
$89K Sell
2017
Q2
$84K Hold
2017
Q1
$73K Buy
2016
Q4
$61K Buy
2016
Q3
$33K Sell
2016
Q2
$57K Sell
2016
Q1
$99K Buy
2015
Q4
$101K Buy
2015
Q3
$10K Buy
2015
Q1
– Sell
2014
Q4
$5K Hold
2014
Q3
$4K Hold
2014
Q2
$4K Buy
2013
Q4
– Sell
2013
Q3
$6K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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