LSAG
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Lake Street Advisors Group’s Cigna CI Stock Holding History

Lake Street Advisors Group’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
Q4 		$928K Sell
3,361
-241
-7% -$76.8K 0.04% 234
2024
Q3 		$1.25M Sell
3,602
-34
-0.9% -$11.7K 0.06% 181
2024
Q2 		$1.2M Buy
3,636
+7
+0.2% +$2.41K 0.06% 185
2024
Q1 		$1.32M Buy
3,629
+367
+11% +$121K 0.06% 186
2023
Q4 		$977K Buy
+3,262
New +$953K 0.05% 224
2021
Q3 		– Sell
-1,957
Closed -$410K – 263
2021
Q2 		$410K Buy
1,957
+11
+0.6% +$2.75K 0.03% 193
2021
Q1 		$470K Buy
1,946
+42
+2% +$9.36K 0.04% 169
2020
Q4 		$396K Buy
1,904
+78
+4% +$15.3K 0.03% 179
2020
Q3 		$309K Sell
1,826
-27
-1% -$4.75K 0.03% 203
2020
Q2 		$348K Buy
1,853
+192
+12% +$36.4K 0.04% 177
2020
Q1 		$294K Sell
1,661
-1,344
-45% -$261K 0.04% 179
2019
Q4 		$615K Buy
3,005
+18
+0.6% +$3.3K 0.06% 99
2019
Q3 		$445K Buy
2,987
+100
+3% +$16.3K 0.05% 105
2019
Q2 		$455K Buy
2,887
+114
+4% +$17.9K 0.05% 108
2019
Q1 		$446K Buy
2,773
+1,315
+90% +$240K 0.05% 115
2018
Q4 		$277K Buy
1,458
+429
+42% +$89.5K 0.03% 140
2018
Q3 		$214K Sell
1,029
-352
-25% -$65.3K 0.02% 188
2018
Q2 		$235K Buy
1,381
+13
+1% +$2.25K 0.02% 277
2018
Q1 		$229K Sell
1,368
-17
-1% -$3.3K 0.03% 268
2017
Q4 		$281K Buy
+1,385
New +$276K 0.03% 232

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's CI Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Cigna (CI) stake by 6.7% in Q4 2024, selling an estimated $76.8K and leaving 3,361 shares worth $928K. The position accounts for 0.04% of the portfolio, ranked #234.

Lake Street Advisors Group first reported a position in CI in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.32M in Q1 2024. 1,647 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • Lake Street Advisors Group held 3,361 shares of Cigna worth $928K as of Q4 2024.
  • Lake Street Advisors Group sold 241 Cigna shares in Q4 2024, an estimated $76.8K.
  • Cigna made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #234 holding.
  • Lake Street Advisors Group first reported a position in Cigna in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Cigna position peaked at $1.32M in Q1 2024.
  • 1,647 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.