GW
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GW & Wade’s Cigna CI Stock Holding History

GW & Wade’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
2023
Q4 		$424K Sell
1,416
-51
-3% -$14.9K 0.01% 314
2023
Q3 		$420K Buy
1,467
+2
+0.1% +$570 0.02% 295
2023
Q2 		$411K Buy
1,465
+1
+0.1% +$260 0.01% 291
2023
Q1 		$374K Sell
1,464
-77
-5% -$22.4K 0.01% 288
2022
Q4 		$511K Buy
1,541
+63
+4% +$19.9K 0.02% 253
2022
Q3 		$410K Buy
1,478
+71
+5% +$20K 0.02% 265
2022
Q2 		$371K Buy
1,407
+560
+66% +$144K 0.02% 279
2022
Q1 		$203K Buy
+847
New +$198K 0.01% 377
2021
Q2 		– Sell
-866
Closed -$209K – 384
2021
Q1 		$209K Buy
+866
New +$193K 0.01% 340

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW & Wade's CI Position: Q4 2023 in Review

GW & Wade reduced its Cigna (CI) stake by 3.5% in Q4 2023, selling an estimated $14.9K and leaving 1,416 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #314.

GW & Wade first reported a position in CI in Q1 2021 and has held it in 9 quarters since. The position peaked at $511K in Q4 2022. 1,626 funds tracked by Wall St. Rank hold CI as of Q4 2023.

  • GW & Wade held 1,416 shares of Cigna worth $424K as of Q4 2023.
  • GW & Wade sold 51 Cigna shares in Q4 2023, an estimated $14.9K.
  • Cigna made up 0.01% of GW & Wade's portfolio in Q4 2023, its #314 holding.
  • GW & Wade first reported a position in Cigna in Q1 2021 and has held it in 9 quarters since.
  • GW & Wade's Cigna position peaked at $511K in Q4 2022.
  • 1,626 funds tracked by Wall St. Rank held Cigna as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.