Family Management’s Cigna CI Stock Holding History

Family 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
2024 Q4	–	Sell	-10,384	Closed	-$3.6M	–	205
2024 Q3	$3.6M	Buy	+10,384	New	+$3.57M	0.59%	47

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Family Management's CI Position: Q4 2024 in Review

Family Management sold out of Cigna (CI) in Q4 2024, closing a stake of 10,384 shares — an estimated $3.6M sold.

Family Management first reported a position in CI in Q3 2024 and held it in 1 quarter. The position peaked at $3.6M in Q3 2024. 1,651 funds tracked by Wall St. Rank hold CI as of Q4 2024.

Family Management reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
Family Management sold 10,384 Cigna shares in Q4 2024, an estimated $3.6M.
Family Management first reported a position in Cigna in Q3 2024 and held it in 1 quarter.
Family Management's Cigna position peaked at $3.6M in Q3 2024.
1,651 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.