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LifePlan Financial’s Cigna CI Stock Holding History

LifePlan 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
2025
Q3 		– Sell
-681
Closed -$225K – 86
2025
Q2 		$225K Sell
681
-32
-4% -$10.3K 0.19% 87
2025
Q1 		$234K Sell
713
-150
-17% -$45.2K 0.2% 85
2024
Q4 		$238K Sell
863
-728
-46% -$232K 0.21% 83
2024
Q3 		$551K Sell
1,591
-25
-2% -$8.61K 0.47% 55
2024
Q2 		$534K Sell
1,616
-2
-0.1% -$690 0.49% 56
2024
Q1 		$587K Sell
1,618
-27
-2% -$8.89K 0.54% 53
2023
Q4 		$492K Buy
+1,645
New +$481K 0.49% 61

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return