Lakeridge Wealth Management’s Cigna CI Stock Holding History

Lakeridge 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
2024 Q1	–	Sell	-766	Closed	-$229K	–	137
2023 Q4	$229K	Buy	+766	New	+$224K	0.17%	110

Other funds holding CI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lakeridge Wealth Management's CI Position: Q1 2024 in Review

Lakeridge Wealth Management sold out of Cigna (CI) in Q1 2024, closing a stake of 766 shares — an estimated $229K sold.

Lakeridge Wealth Management first reported a position in CI in Q4 2023 and held it in 1 quarter. The position peaked at $229K in Q4 2023. 1,663 funds tracked by Wall St. Rank hold CI as of Q1 2024.

Lakeridge Wealth Management reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
Lakeridge Wealth Management sold 766 Cigna shares in Q1 2024, an estimated $229K.
Lakeridge Wealth Management first reported a position in Cigna in Q4 2023 and held it in 1 quarter.
Lakeridge Wealth Management's Cigna position peaked at $229K in Q4 2023.
1,663 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Lakeridge Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.