Global Financial Private Client’s Cigna CI Stock Holding History

Global Financial Private Client’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	–	Sell	-384	Closed	-$126K	–	471
2025 Q1	$126K	Buy	384 +12	+3%	+$3.62K	0.05%	241
2024 Q4	$103K	Buy	372 +3	+0.8%	+$956	0.04%	262
2024 Q3	$128K	Hold	369	–	–	0.05%	234
2024 Q2	$122K	Hold	369	–	–	0.05%	218
2024 Q1	$134K	Hold	369	–	–	0.06%	207
2023 Q4	$110K	Hold	369	–	–	0.05%	216
2023 Q3	$106K	Hold	369	–	–	0.05%	213
2023 Q2	$103K	Hold	369	–	–	0.05%	216
2023 Q1	$96.7K	Hold	369	–	–	0.05%	215
2022 Q4	$122K	Hold	369	–	–	0.07%	178
2022 Q3	$106K	Hold	369	–	–	0.06%	192
2022 Q2	$98.9K	Hold	369	–	–	0.06%	189
2022 Q1	$90.9K	Hold	369	–	–	0.04%	207
2021 Q4	$84.7K	Buy	369 +331	+871%	+$70.3K	0.04%	222
2021 Q3	$7.7K	Hold	38	–	–	﹤0.01%	372
2021 Q2	$9.05K	Hold	38	–	–	0.01%	372
2021 Q1	$9.19K	Hold	38	–	–	0.01%	322
2020 Q4	$7.91K	Buy	38 +3	+9%	+$588	0.01%	321
2020 Q3	$5.86K	Hold	35	–	–	0.01%	334
2020 Q2	$6.67K	Hold	35	–	–	0.01%	369
2020 Q1	$6.06K	Hold	35	–	–	0.01%	385
2019 Q4	$7.16K	Buy	+35	New	+$6.42K	0.01%	402

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 $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Financial Private Client's CI Position: Q2 2025 in Review

Global Financial Private Client sold out of Cigna (CI) in Q2 2025, closing a stake of 384 shares — an estimated $126K sold.

Global Financial Private Client first reported a position in CI in Q4 2019 and held it in 22 quarters. The position peaked at $134K in Q1 2024. 1,737 funds tracked by Wall St. Rank hold CI as of Q2 2025.

Global Financial Private Client reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 384 Cigna shares in Q2 2025, an estimated $126K.
Global Financial Private Client first reported a position in Cigna in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Cigna position peaked at $134K in Q1 2024.
1,737 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.