Mason Investment Advisory Services’s Cigna CI Stock Holding History

Mason Investment Advisory Services’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	-1,440	Closed	-$477K	–	66
2022 Q4	$477K	Sell	1,440 -463	-24%	-$147K	0.05%	40
2022 Q3	$528K	Buy	1,903 +4	+0.2%	+$1.13K	0.06%	25
2022 Q2	$500K	Sell	1,899 -6,169	-76%	-$1.59M	0.05%	33
2022 Q1	$1.93M	Hold	8,068	–	–	0.17%	19
2021 Q4	$1.85M	Hold	8,068	–	–	0.15%	24
2021 Q3	$1.61M	Hold	8,068	–	–	0.17%	27
2021 Q2	$1.91M	Buy	8,068 +182	+2%	+$45.5K	0.19%	18
2021 Q1	$1.91M	Buy	7,886 +529	+7%	+$118K	0.2%	13
2020 Q4	$1.53M	Sell	7,357 -25	-0.3%	-$4.9K	0.18%	20
2020 Q3	$1.25M	Hold	7,382	–	–	0.18%	26
2020 Q2	$1.39M	Sell	7,382 -499	-6%	-$94.7K	0.21%	16
2020 Q1	$1.4M	Sell	7,881 -573	-7%	-$111K	0.24%	15
2019 Q4	$1.73M	Hold	8,454	–	–	0.25%	19
2019 Q3	$1.28M	Buy	8,454 +1,006	+14%	+$164K	0.21%	30
2019 Q2	$1.17M	Buy	7,448 +831	+13%	+$130K	0.2%	35
2019 Q1	$1.06M	Buy	+6,617	New	+$1.21M	0.29%	35

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mason Investment Advisory Services's CI Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of Cigna (CI) in Q1 2023, closing a stake of 1,440 shares — an estimated $477K sold.

Mason Investment Advisory Services first reported a position in CI in Q1 2019 and held it in 16 quarters. The position peaked at $1.93M in Q1 2022. 1,486 funds tracked by Wall St. Rank hold CI as of Q1 2023.

Mason Investment Advisory Services reported no remaining Cigna position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 1,440 Cigna shares in Q1 2023, an estimated $477K.
Mason Investment Advisory Services first reported a position in Cigna in Q1 2019 and held it in 16 quarters.
Mason Investment Advisory Services's Cigna position peaked at $1.93M in Q1 2022.
1,486 funds tracked by Wall St. Rank held Cigna as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.