EPW
CI icon

Evergreen Private Wealth’s Cigna CI Stock Holding History

Evergreen Private Wealth’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
Q3 		– Sell
-9
Closed -$2.98K – 247
2025
Q2 		$2.98K Buy
+9
New +$2.9K ﹤0.01% 219
2025
Q1 		– Sell
-15
Closed -$4.14K – 190
2024
Q4 		$4.14K Hold
15
– – ﹤0.01% 172
2024
Q3 		$5.2K Hold
15
– – ﹤0.01% 171
2024
Q2 		$4.96K Hold
15
– – ﹤0.01% 179
2024
Q1 		$5.45K Hold
15
– – ﹤0.01% 180
2023
Q4 		$4.49K Buy
+15
New +$4.38K ﹤0.01% 188

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Private Wealth's CI Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Cigna (CI) in Q3 2025, closing a stake of 9 shares — an estimated $2.98K sold.

Evergreen Private Wealth first reported a position in CI in Q4 2023 and held it in 6 quarters. The position peaked at $5.45K in Q1 2024. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 9 Cigna shares in Q3 2025, an estimated $2.98K.
  • Evergreen Private Wealth first reported a position in Cigna in Q4 2023 and held it in 6 quarters.
  • Evergreen Private Wealth's Cigna position peaked at $5.45K in Q1 2024.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.