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McLean Asset Management’s Cigna CI Stock Holding History

McLean Asset 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
-593
Closed -$212K – 158
2024
Q1 		$212K Buy
+593
New +$195K 0.07% 150
2023
Q1 		– Sell
-730
Closed -$242K – 131
2022
Q4 		$242K Buy
730
+19
+3% +$6.01K 0.08% 119
2022
Q3 		$205K Buy
+711
New +$200K 0.08% 121

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 $3.37T AUM 44.26% 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

McLean Asset Management's CI Position: Q2 2024 in Review

McLean Asset Management sold out of Cigna (CI) in Q2 2024, closing a stake of 593 shares — an estimated $212K sold.

McLean Asset Management first reported a position in CI in Q3 2022 and held it in 3 quarters. The position peaked at $242K in Q4 2022. 1,666 funds tracked by Wall St. Rank hold CI as of Q2 2024.

  • McLean Asset Management reported no remaining Cigna position as of Q2 2024 after selling out during the quarter.
  • McLean Asset Management sold 593 Cigna shares in Q2 2024, an estimated $212K.
  • McLean Asset Management first reported a position in Cigna in Q3 2022 and held it in 3 quarters.
  • McLean Asset Management's Cigna position peaked at $242K in Q4 2022.
  • 1,666 funds tracked by Wall St. Rank held Cigna as of Q2 2024.

Based on McLean Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.