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Gitterman Wealth Management’s Cigna CI Stock Holding History

Gitterman 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
Q1 		– Sell
-982
Closed -$271K – 140
2024
Q4 		$271K Buy
+982
New +$313K 0.11% 80
2024
Q3 		– Sell
-959
Closed -$318K – 131
2024
Q2 		$318K Sell
959
-43
-4% -$14.8K 0.12% 54
2024
Q1 		$364K Buy
1,002
+106
+12% +$34.9K 0.14% 43
2023
Q4 		$269K Buy
+896
New +$262K 0.12% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gitterman Wealth Management's CI Position: Q1 2025 in Review

Gitterman Wealth Management sold out of Cigna (CI) in Q1 2025, closing a stake of 982 shares — an estimated $271K sold.

Gitterman Wealth Management first reported a position in CI in Q4 2023 and held it in 4 quarters. The position peaked at $364K in Q1 2024. 1,698 funds tracked by Wall St. Rank hold CI as of Q1 2025.

  • Gitterman Wealth Management reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 982 Cigna shares in Q1 2025, an estimated $271K.
  • Gitterman Wealth Management first reported a position in Cigna in Q4 2023 and held it in 4 quarters.
  • Gitterman Wealth Management's Cigna position peaked at $364K in Q1 2024.
  • 1,698 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Gitterman Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.