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Geller Advisors’s Cigna CI Stock Holding History

Geller 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
2024
Q4 		$540K Sell
1,954
-34
-2% -$10.8K 0.04% 123
2024
Q3 		$689K Buy
1,988
+59
+3% +$20.3K 0.05% 100
2024
Q2 		$638K Buy
1,929
+6
+0.3% +$2.07K 0.05% 113
2024
Q1 		$698K Sell
1,923
-24
-1% -$7.9K 0.06% 103
2023
Q4 		$583K Sell
1,947
-37
-2% -$10.8K 0.06% 107
2023
Q3 		$568K Buy
1,984
+150
+8% +$42.8K 0.07% 99
2023
Q2 		$515K Sell
1,834
-217
-11% -$56.5K 0.06% 113
2023
Q1 		$524K Buy
2,051
+135
+7% +$39.3K 0.08% 64
2022
Q4 		$635K Buy
1,916
+18
+0.9% +$5.7K 0.11% 42
2022
Q3 		$527K Buy
1,898
+76
+4% +$21.4K 0.11% 44
2022
Q2 		$480K Sell
1,822
-21
-1% -$5.41K 0.1% 55
2022
Q1 		$442K Sell
1,843
-162
-8% -$37.9K 0.08% 67
2021
Q4 		$460K Hold
2,005
– – 0.09% 68
2021
Q3 		$401K Buy
2,005
+458
+30% +$99.6K 0.09% 70
2021
Q2 		$367K Sell
1,547
-2
-0.1% -$500 0.08% 73
2021
Q1 		$374K Buy
1,549
+228
+17% +$50.8K 0.09% 64
2020
Q4 		$321K Hold
1,321
– – 0.08% 72
2020
Q3 		$224K Sell
1,321
-232
-15% -$40.8K 0.06% 75
2020
Q2 		$291K Buy
1,553
+210
+16% +$39.8K 0.09% 58
2020
Q1 		$238K Sell
1,343
-58
-4% -$11.3K 0.07% 55
2019
Q4 		$286K Sell
1,401
-246
-15% -$45.1K 0.09% 39
2019
Q3 		$250K Buy
+1,647
New +$268K 0.09% 51
2018
Q3 		– Sell
-1,692
Closed -$288K – 33
2018
Q2 		$288K Buy
+1,692
New +$293K 0.13% 24

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geller Advisors's CI Position: Q4 2024 in Review

Geller Advisors reduced its Cigna (CI) stake by 1.7% in Q4 2024, selling an estimated $10.8K and leaving 1,954 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #123.

Geller Advisors first reported a position in CI in Q2 2018 and has held it in 23 quarters since. The position peaked at $698K in Q1 2024. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • Geller Advisors held 1,954 shares of Cigna worth $540K as of Q4 2024.
  • Geller Advisors sold 34 Cigna shares in Q4 2024, an estimated $10.8K.
  • Cigna made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #123 holding.
  • Geller Advisors first reported a position in Cigna in Q2 2018 and has held it in 23 quarters since.
  • Geller Advisors's Cigna position peaked at $698K in Q1 2024.
  • 1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

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