McClarren Financial Advisors’s Cigna CI Stock Holding History

McClarren Financial Advisors’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	-658	Closed	-$46K	–	126
2025 Q1	$46K	Buy	+658	New	+$198K	0.03%	141
2024 Q4	–	Sell	-692	Closed	-$84K	–	224
2024 Q3	$84K	Buy	692 +31	+5%	+$10.7K	0.01%	102
2024 Q2	$46K	Buy	661 +520	+369%	+$179K	0.03%	150
2024 Q1	$51K	Buy	141 +1	+0.7%	+$329	0.04%	141
2023 Q4	$42K	Buy	140 +1	+0.7%	+$292	0.03%	168
2023 Q3	$39K	Hold	139	–	–	0.03%	161
2023 Q2	$39K	Buy	139 +121	+672%	+$31.5K	0.03%	167
2023 Q1	$4K	Hold	18	–	–	﹤0.01%	275
2022 Q4	$6K	Hold	18	–	–	0.01%	267
2022 Q3	$5K	Buy	+18	New	+$5.07K	0.01%	252
2022 Q2	–	Sell	-18	Closed	-$4K	–	67
2022 Q1	$4K	Sell	18 -1	-5%	-$234	﹤0.01%	237
2021 Q4	$5K	Buy	19 +1	+6%	+$213	﹤0.01%	263
2021 Q3	$3K	Hold	18	–	–	﹤0.01%	247
2021 Q2	$4K	Hold	18	–	–	﹤0.01%	257
2021 Q1	$4K	Hold	18	–	–	﹤0.01%	221
2020 Q4	$3K	Buy	+18	New	+$3.53K	﹤0.01%	194

Other funds holding CI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

McClarren Financial Advisors's CI Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Cigna (CI) in Q2 2025, closing a stake of 658 shares — an estimated $46K sold.

McClarren Financial Advisors first reported a position in CI in Q4 2020 and held it in 16 quarters. The position peaked at $84K in Q3 2024. 1,737 funds tracked by Wall St. Rank hold CI as of Q2 2025.

McClarren Financial Advisors reported no remaining Cigna position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 658 Cigna shares in Q2 2025, an estimated $46K.
McClarren Financial Advisors first reported a position in Cigna in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's Cigna position peaked at $84K in Q3 2024.
1,737 funds tracked by Wall St. Rank held Cigna as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.