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Lenox Wealth Management’s Cigna CI Stock Holding History

Lenox 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
2020
Q2 		$16K Hold
87
– – ﹤0.01% 372
2020
Q1 		$15K Sell
87
-38
-30% -$7.37K 0.01% 346
2019
Q4 		$26K Sell
125
-16
-11% -$2.93K 0.01% 331
2019
Q3 		$21K Hold
141
– – 0.01% 355
2019
Q2 		$22K Sell
141
-18
-11% -$2.82K 0.01% 336
2019
Q1 		$26K Sell
159
-93
-37% -$17K 0.01% 313
2018
Q4 		$11K Buy
252
+105
+71% +$21.9K ﹤0.01% 372
2018
Q3 		$3K Buy
+147
New +$27.3K ﹤0.01% 547

Other funds holding CI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lenox Wealth Management's CI Position: Q2 2020 in Review

Lenox Wealth Management held its Cigna (CI) position steady in Q2 2020 at 87 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Lenox Wealth Management first reported a position in CI in Q3 2018 and has held it in 8 quarters since. The position peaked at $26K in Q4 2019. 1,163 funds tracked by Wall St. Rank hold CI as of Q2 2020.

  • Lenox Wealth Management held 87 shares of Cigna worth $16K as of Q2 2020.
  • Lenox Wealth Management left its Cigna share count unchanged in Q2 2020.
  • Cigna made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #372 holding.
  • Lenox Wealth Management first reported a position in Cigna in Q3 2018 and has held it in 8 quarters since.
  • Lenox Wealth Management's Cigna position peaked at $26K in Q4 2019.
  • 1,163 funds tracked by Wall St. Rank held Cigna as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.