Gryphon Financial Partners’s Cigna CI Stock Holding History

Gryphon Financial Partners’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	–	Sell	-851	Closed	-$295K	–	257
2024 Q3	$295K	Sell	851 -16	-2%	-$5.51K	0.04%	235
2024 Q2	$287K	Sell	867 -58	-6%	-$20K	0.04%	228
2024 Q1	$336K	Buy	925 +156	+20%	+$51.4K	0.06%	198
2023 Q4	$230K	Buy	+769	New	+$225K	0.04%	211
2023 Q1	–	Sell	-631	Closed	-$209K	–	198
2022 Q4	$209K	Buy	+631	New	+$200K	0.05%	188
2018 Q3	–	Sell	-63	Closed	-$11K	–	279
2018 Q2	$11K	Hold	63	–	–	0.01%	486
2018 Q1	$11K	Sell	63 -10	-14%	-$1.94K	0.01%	495
2017 Q4	$15K	Buy	+73	New	+$14.5K	0.01%	452

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

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 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 $1.47T AUM 27.86% 1-Year Est. Return