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GYL Financial Synergies’s Cigna CI Stock Holding History

GYL Financial Synergies’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
Q3 		$1.06M Sell
3,047
-198
-6% -$68.2K 0.08% 181
2024
Q2 		$1.07M Buy
3,245
+11
+0.3% +$3.79K 0.08% 177
2024
Q1 		$1.17M Buy
3,234
+313
+11% +$103K 0.09% 170
2023
Q4 		$875K Sell
2,921
-106
-4% -$31K 0.07% 193
2023
Q3 		$866K Sell
3,027
-97
-3% -$27.7K 0.08% 187
2023
Q2 		$877K Buy
3,124
+305
+11% +$79.4K 0.08% 186
2023
Q1 		$720K Buy
2,819
+81
+3% +$23.6K 0.09% 157
2022
Q4 		$907K Sell
2,738
-100
-4% -$31.6K 0.2% 76
2022
Q3 		$787K Buy
2,838
+1
+0% +$281 0.21% 66
2022
Q2 		$748K Sell
2,837
-50
-2% -$12.9K 0.2% 68
2022
Q1 		$692K Sell
2,887
-460
-14% -$108K 0.17% 80
2021
Q4 		$769K Buy
3,347
+60
+2% +$12.8K 0.21% 77
2021
Q3 		$658K Buy
+3,287
New +$715K 0.34% 72

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return