Joseph P. Lucia & Associates’s Cigna CI Stock Holding History

Joseph P. Lucia & Associates’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	$200K	Sell	750 -274	-27%	-$75.8K	0.07%	166
2025 Q4	$282K	Buy	+1,024	New	+$287K	0.1%	137
2022 Q3	–	Sell	-12	Closed	-$3K	–	155
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	369
2022 Q1	$3K	Buy	+12	New	+$2.81K	﹤0.01%	376
2021 Q4	–	Sell	-17	Closed	-$3K	–	198
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	478
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	454
2021 Q1	$4K	Hold	17	–	–	﹤0.01%	434
2020 Q4	$4K	Buy	+17	New	+$3.33K	﹤0.01%	397
2020 Q3	–	Sell	-17	Closed	-$3K	–	142
2020 Q2	$3K	Hold	17	–	–	﹤0.01%	403
2020 Q1	$3K	Hold	17	–	–	﹤0.01%	366
2019 Q4	$3K	Hold	17	–	–	﹤0.01%	387
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	387
2019 Q2	$3K	Sell	17 -820	-98%	-$129K	﹤0.01%	385
2019 Q1	$5	Buy	+837	New	+$153K	﹤0.01%	336

Other funds holding CI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Joseph P. Lucia & Associates's CI Position: Q1 2026 in Review

Joseph P. Lucia & Associates reduced its Cigna (CI) stake by 27% in Q1 2026, selling an estimated $75.8K and leaving 750 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #166.

Joseph P. Lucia & Associates first reported a position in CI in Q1 2019 and has held it in 14 quarters since. The position peaked at $282K in Q4 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Joseph P. Lucia & Associates held 750 shares of Cigna worth $200K as of Q1 2026.
Joseph P. Lucia & Associates sold 274 Cigna shares in Q1 2026, an estimated $75.8K.
Cigna made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #166 holding.
Joseph P. Lucia & Associates first reported a position in Cigna in Q1 2019 and has held it in 14 quarters since.
Joseph P. Lucia & Associates's Cigna position peaked at $282K in Q4 2025.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.