GM Advisory Group’s Cigna CI Stock Holding History

GM Advisory Group’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	-9,405	Closed	-$2.6M	–	271
2024 Q4	$2.6M	Sell	9,405 -1,211	-11%	-$386K	0.14%	67
2024 Q3	$3.68M	Buy	10,616 +65	+0.6%	+$22.4K	0.22%	58
2024 Q2	$3.49M	Sell	10,551 -117	-1%	-$40.3K	0.23%	56
2024 Q1	$3.87M	Buy	10,668 +1,328	+14%	+$437K	0.27%	48
2023 Q4	$2.8M	Buy	9,340 +1,720	+23%	+$503K	0.21%	53
2023 Q3	$2.18M	Sell	7,620 -356	-4%	-$102K	0.18%	52
2023 Q2	$2.24M	Buy	+7,976	New	+$2.08M	0.19%	51
2021 Q1	–	Sell	-4,384	Closed	-$913K	–	198
2020 Q4	$913K	Sell	4,384 -7,218	-62%	-$1.42M	0.12%	75
2020 Q3	$1.97M	Sell	11,602 -1,037	-8%	-$183K	0.3%	43
2020 Q2	$2.37M	Sell	12,639 -1,316	-9%	-$250K	0.44%	36
2020 Q1	$2.47M	Buy	+13,955	New	+$2.71M	0.67%	24

Other funds holding CI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return