HPIA
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Hamilton Point Investment Advisors’s Cigna CI Stock Holding History

Hamilton Point Investment Advisors’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
2026
Q1 		$336K Hold
1,261
– – 0.05% 109
2025
Q4 		$347K Hold
1,261
– – 0.05% 108
2025
Q3 		$363K Hold
1,261
– – 0.06% 104
2025
Q2 		$417K Hold
1,261
– – 0.07% 100
2025
Q1 		$415K Sell
1,261
-6
-0.5% -$1.81K 0.07% 96
2024
Q4 		$350K Hold
1,267
– – 0.06% 102
2024
Q3 		$439K Hold
1,267
– – 0.08% 95
2024
Q2 		$419K Hold
1,267
– – 0.08% 92
2024
Q1 		$460K Hold
1,267
– – 0.09% 87
2023
Q4 		$379K Hold
1,267
– – 0.08% 101
2023
Q3 		$362K Hold
1,267
– – 0.09% 89
2023
Q2 		$356K Hold
1,267
– – 0.09% 96
2023
Q1 		$324K Buy
+1,267
New +$369K 0.08% 96

Other funds holding CI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return