MinichMacGregor Wealth Management’s Cigna CI Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-265	Closed	-$87.8K	–	185
2022 Q4	$87.8K	Buy	+265	New	+$83.9K	0.03%	124
2018 Q4	–	Sell	-185	Closed	-$39K	–	169
2018 Q3	$39K	Hold	185	–	–	0.03%	140
2018 Q2	$31K	Hold	185	–	–	0.02%	157
2018 Q1	$31K	Hold	185	–	–	0.02%	148
2017 Q4	$37K	Hold	185	–	–	0.03%	129
2017 Q3	$34K	Hold	185	–	–	0.03%	135
2017 Q2	$30K	Hold	185	–	–	0.03%	138
2017 Q1	$27K	Hold	185	–	–	0.02%	144
2016 Q4	$24K	Hold	185	–	–	0.02%	152
2016 Q3	$24K	Hold	185	–	–	0.02%	167
2016 Q2	$23K	Hold	185	–	–	0.02%	163
2016 Q1	$25K	Hold	185	–	–	0.02%	152
2015 Q4	$26K	Buy	+185	New	+$25.4K	0.02%	145

Other funds holding CI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return