Leelyn Smith’s Cigna CI Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-10	Closed	-$3.31K	–	160
2022 Q4	$3.31K	Hold	10	–	–	﹤0.01%	389
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	395
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	341
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	335
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	352
2021 Q3	$2K	Sell	10 -20	-67%	-$4.35K	﹤0.01%	336
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	297
2021 Q1	$7K	Hold	30	–	–	﹤0.01%	312
2020 Q4	$6K	Buy	30 +10	+50%	+$1.96K	﹤0.01%	300
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	307
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	364
2020 Q1	$4K	Hold	20	–	–	﹤0.01%	291
2019 Q4	$4	Buy	+20	New	+$3.67K	﹤0.01%	290

Other funds holding CI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return