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Lee Financial’s Cigna CI Stock Holding History

Lee Financial’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
-44
Closed -$13.2K – 271
2023
Q4 		$13.2K Hold
44
– – ﹤0.01% 385
2023
Q3 		$12.6K Hold
44
– – ﹤0.01% 377
2023
Q2 		$12.3K Sell
44
-3
-6% -$781 ﹤0.01% 379
2023
Q1 		$12K Sell
47
-34
-42% -$9.91K ﹤0.01% 385
2022
Q4 		$26.8K Buy
81
+30
+59% +$9.49K ﹤0.01% 310
2022
Q3 		$14K Hold
51
– – ﹤0.01% 379
2022
Q2 		$13K Sell
51
-4
-7% -$1.03K ﹤0.01% 402
2022
Q1 		$13K Buy
55
+29
+112% +$6.79K ﹤0.01% 397
2021
Q4 		$6K Buy
26
+15
+136% +$3.19K ﹤0.01% 569
2021
Q3 		$2K Buy
+11
New +$2.39K ﹤0.01% 597
2020
Q3 		– Sell
-19
Closed -$4K – 532
2020
Q2 		$4K Hold
19
– – ﹤0.01% 440
2020
Q1 		$3K Hold
19
– – ﹤0.01% 403
2019
Q4 		$4K Sell
19
-9
-32% -$1.65K ﹤0.01% 424
2019
Q3 		$4K Buy
28
+9
+47% +$1.47K ﹤0.01% 435
2019
Q2 		$3K Hold
19
– – ﹤0.01% 452
2019
Q1 		$3K Buy
+19
New +$3.47K ﹤0.01% 445

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's CI Position: Q1 2024 in Review

Lee Financial sold out of Cigna (CI) in Q1 2024, closing a stake of 44 shares — an estimated $13.2K sold.

Lee Financial first reported a position in CI in Q1 2019 and held it in 16 quarters. The position peaked at $26.8K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold CI as of Q1 2024.

  • Lee Financial reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 44 Cigna shares in Q1 2024, an estimated $13.2K.
  • Lee Financial first reported a position in Cigna in Q1 2019 and held it in 16 quarters.
  • Lee Financial's Cigna position peaked at $26.8K in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.