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McElhenny Sheffield Capital Management’s Cigna CI Stock Holding History

McElhenny Sheffield Capital Management’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
2024
Q2 		– Sell
-1,719
Closed -$624K – 93
2024
Q1 		$624K Sell
1,719
-112
-6% -$36.9K 0.22% 43
2023
Q4 		$548K Buy
+1,831
New +$535K 0.22% 47
2023
Q1 		– Sell
-16
Closed -$5.3K – 170
2022
Q4 		$5.3K Buy
+16
New +$5.06K ﹤0.01% 392

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McElhenny Sheffield Capital Management's CI Position: Q2 2024 in Review

McElhenny Sheffield Capital Management sold out of Cigna (CI) in Q2 2024, closing a stake of 1,719 shares — an estimated $624K sold.

McElhenny Sheffield Capital Management first reported a position in CI in Q4 2022 and held it in 3 quarters. The position peaked at $624K in Q1 2024. 1,666 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • McElhenny Sheffield Capital Management reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,719 Cigna shares in Q2 2024, an estimated $624K.
  • McElhenny Sheffield Capital Management first reported a position in Cigna in Q4 2022 and held it in 3 quarters.
  • McElhenny Sheffield Capital Management's Cigna position peaked at $624K in Q1 2024.
  • 1,666 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2024, filed 11 Jul 2024.