Lee, Danner & Bass’s Cigna CI Stock Holding History

Lee, Danner & Bass’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 Q2	$339K	Sell	1,229 -12	-1%	-$3.39K	0.02%	214
2026 Q1	$331K	Hold	1,241	–	–	0.02%	208
2025 Q4	$342K	Hold	1,241	–	–	0.02%	197
2025 Q3	$358K	Hold	1,241	–	–	0.03%	192
2025 Q2	$410K	Hold	1,241	–	–	0.03%	182
2025 Q1	$408K	Hold	1,241	–	–	0.03%	180
2024 Q4	$343K	Hold	1,241	–	–	0.03%	194
2024 Q3	$430K	Hold	1,241	–	–	0.03%	178
2024 Q2	$410K	Buy	+1,241	New	+$428K	0.03%	175
2023 Q4	$372K	Hold	1,241	–	–	0.03%	173
2023 Q3	$355K	Hold	1,241	–	–	0.03%	171
2023 Q2	$348K	Buy	1,241 +21	+2%	+$5.47K	0.03%	175
2023 Q1	$312K	Hold	1,220	–	–	0.03%	177
2022 Q4	$404K	Sell	1,220 -39	-3%	-$12.3K	0.04%	159
2022 Q3	$349K	Hold	1,259	–	–	0.04%	164
2022 Q2	$332K	Hold	1,259	–	–	0.03%	166
2022 Q1	$302K	Hold	1,259	–	–	0.03%	176
2021 Q4	$289K	Hold	1,259	–	–	0.02%	176
2021 Q3	$252K	Hold	1,259	–	–	0.02%	183
2021 Q2	$298K	Hold	1,259	–	–	0.03%	176
2021 Q1	$304K	Hold	1,259	–	–	0.03%	163
2020 Q4	$262K	Hold	1,259	–	–	0.03%	168
2020 Q3	$213K	Hold	1,259	–	–	0.03%	170
2020 Q2	$236K	Hold	1,259	–	–	0.03%	164
2020 Q1	$223K	Buy	1,259 +39	+3%	+$7.57K	0.03%	159
2019 Q4	$249K	Sell	1,220 -1,090	-47%	-$200K	0.03%	162
2019 Q3	$351K	Sell	2,310 -175	-7%	-$28.5K	0.04%	154
2019 Q2	$391K	Sell	2,485 -1,392	-36%	-$218K	0.04%	148
2019 Q1	$623K	Sell	3,877 -1	-0%	-$183	0.07%	136
2018 Q4	$736K	Buy	+3,878	New	+$809K	0.09%	123

Other funds holding CI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Lee, Danner & Bass's CI Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Cigna (CI) stake by 0.97% in Q2 2026, selling an estimated $3.39K and leaving 1,229 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #214.

Lee, Danner & Bass first reported a position in CI in Q4 2018 and has held it in 30 quarters since. The position peaked at $736K in Q4 2018. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Lee, Danner & Bass held 1,229 shares of Cigna worth $339K as of Q2 2026.
Lee, Danner & Bass sold 12 Cigna shares in Q2 2026, an estimated $3.39K.
Cigna made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #214 holding.
Lee, Danner & Bass first reported a position in Cigna in Q4 2018 and has held it in 30 quarters since.
Lee, Danner & Bass's Cigna position peaked at $736K in Q4 2018.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.