Jeppson Wealth Management’s Cigna CI Stock Holding History

Jeppson Wealth 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
2020 Q4	–	Sell	-175	Closed	-$30K	–	186
2020 Q3	$30K	Buy	+175	New	+$30.8K	0.02%	288

Other funds holding CI

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Jeppson Wealth Management's CI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Cigna (CI) in Q4 2020, closing a stake of 175 shares — an estimated $30K sold.

Jeppson Wealth Management first reported a position in CI in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 1,211 funds tracked by Wall St. Rank hold CI as of Q4 2020.

Jeppson Wealth Management reported no remaining Cigna position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 175 Cigna shares in Q4 2020, an estimated $30K.
Jeppson Wealth Management first reported a position in Cigna in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Cigna position peaked at $30K in Q3 2020.
1,211 funds tracked by Wall St. Rank held Cigna as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.