Kaizen Advisory’s Cigna CI Stock Holding History

Kaizen Advisory’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
2018 Q4	$194K	Buy	1,024 +448	+78%	+$93.5K	0.13%	160
2018 Q3	$120K	Hold	576	–	–	0.06%	205
2018 Q2	$98K	Buy	576 +338	+142%	+$58.5K	0.05%	232
2018 Q1	$40K	Hold	238	–	–	0.04%	224
2017 Q4	$48K	Buy	+238	New	+$47.4K	0.03%	198

Other funds holding CI

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

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Kaizen Advisory's CI Position: Q4 2018 in Review

Kaizen Advisory increased its Cigna (CI) stake by 78% in Q4 2018, buying an estimated $93.5K and bringing the position to 1,024 shares worth $194K. The position accounts for 0.13% of the portfolio, ranked #160.

Kaizen Advisory first reported a position in CI in Q4 2017 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold CI as of Q4 2018.

Kaizen Advisory held 1,024 shares of Cigna worth $194K as of Q4 2018.
Kaizen Advisory bought 448 Cigna shares in Q4 2018, an estimated $93.5K.
Cigna made up 0.13% of Kaizen Advisory's portfolio in Q4 2018, its #160 holding.
Kaizen Advisory first reported a position in Cigna in Q4 2017 and has held it in 5 quarters since.
1,207 funds tracked by Wall St. Rank held Cigna as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.