Grassi Investment Management’s Cigna CI Stock Holding History

Grassi Investment 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 Q2	$661K	Hold	2,000	–	–	0.05%	85
2025 Q1	$658K	Hold	2,000	–	–	0.06%	86
2024 Q4	$552K	Hold	2,000	–	–	0.05%	89
2024 Q3	$693K	Hold	2,000	–	–	0.06%	86
2024 Q2	$661K	Hold	2,000	–	–	0.06%	87
2024 Q1	$726K	Hold	2,000	–	–	0.07%	86
2023 Q4	$599K	Hold	2,000	–	–	0.06%	87
2023 Q3	$572K	Hold	2,000	–	–	0.07%	87
2023 Q2	$561K	Hold	2,000	–	–	0.06%	87
2023 Q1	$511K	Hold	2,000	–	–	0.06%	90
2022 Q4	$663K	Hold	2,000	–	–	0.09%	85
2022 Q3	$555K	Hold	2,000	–	–	0.08%	90
2022 Q2	$527K	Hold	2,000	–	–	0.07%	94
2022 Q1	$479K	Hold	2,000	–	–	0.05%	100
2021 Q4	$459K	Hold	2,000	–	–	0.05%	108
2021 Q3	$400K	Hold	2,000	–	–	0.05%	112
2021 Q2	$474K	Hold	2,000	–	–	0.05%	109
2021 Q1	$483K	Hold	2,000	–	–	0.05%	102
2020 Q4	$416K	Hold	2,000	–	–	0.05%	103
2020 Q3	$339K	Hold	2,000	–	–	0.05%	106
2020 Q2	$375K	Hold	2,000	–	–	0.05%	100
2020 Q1	$354K	Hold	2,000	–	–	0.06%	86
2019 Q4	$409K	Hold	2,000	–	–	0.06%	90
2019 Q3	$304K	Hold	2,000	–	–	0.05%	103
2019 Q2	$315K	Hold	2,000	–	–	0.05%	102
2019 Q1	$322K	Sell	2,000 -300	-13%	-$54.8K	0.05%	113
2018 Q4	$437K	Buy	+2,300	New	+$480K	0.08%	92

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Grassi Investment Management's CI Position: Q2 2025 in Review

Grassi Investment Management held its Cigna (CI) position steady in Q2 2025 at 2,000 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #85.

Grassi Investment Management first reported a position in CI in Q4 2018 and has held it in 27 quarters since. The position peaked at $726K in Q1 2024. 1,733 funds tracked by Wall St. Rank hold CI as of Q2 2025.

Grassi Investment Management held 2,000 shares of Cigna worth $661K as of Q2 2025.
Grassi Investment Management left its Cigna share count unchanged in Q2 2025.
Cigna made up 0.05% of Grassi Investment Management's portfolio in Q2 2025, its #85 holding.
Grassi Investment Management first reported a position in Cigna in Q4 2018 and has held it in 27 quarters since.
Grassi Investment Management's Cigna position peaked at $726K in Q1 2024.
1,733 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.