Magnus Financial Group’s Cigna CI Stock Holding History

Magnus Financial Group’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 Q2	–	Sell	-738	Closed	-$243K	–	385
2025 Q1	$243K	Buy	738 +1	+0.1%	+$301	0.02%	312
2024 Q4	$203K	Sell	737 -3	-0.4%	-$956	0.02%	349
2024 Q3	$256K	Buy	740 +1	+0.1%	+$344	0.03%	290
2024 Q2	$244K	Buy	739 +1	+0.1%	+$345	0.03%	281
2024 Q1	$268K	Sell	738 -31	-4%	-$10.2K	0.03%	263
2023 Q4	$230K	Sell	769 -6	-0.8%	-$1.75K	0.03%	263
2023 Q3	$222K	Sell	775 -2	-0.3%	-$570	0.03%	240
2023 Q2	$218K	Buy	+777	New	+$202K	0.03%	248
2023 Q1	–	Sell	-651	Closed	-$216K	–	282
2022 Q4	$216K	Buy	+651	New	+$206K	0.04%	243
2021 Q1	–	Sell	-963	Closed	-$200K	–	254
2020 Q4	$200K	Buy	+963	New	+$189K	0.02%	314
2019 Q1	–	Sell	-1,108	Closed	-$210K	–	516
2018 Q4	$210K	Buy	+1,108	New	+$231K	0.06%	338

Other funds holding CI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Sanders Capital

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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