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	-$84	–	224
2024 Q3	$84	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 $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