Moody Lynn & Lieberson’s Cigna CI Stock Holding History

Moody Lynn & Lieberson’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
2021 Q2	–	Sell	-830	Closed	-$201K	–	220
2021 Q1	$201K	Sell	830 -404	-33%	-$90K	0.02%	214
2020 Q4	$257K	Sell	1,234 -10	-0.8%	-$1.96K	0.02%	191
2020 Q3	$211K	Sell	1,244 -125	-9%	-$22K	0.02%	190
2020 Q2	$257K	Sell	1,369 -173	-11%	-$32.8K	0.03%	169
2020 Q1	$273	Sell	1,542 -430	-22%	-$83.4K	0.04%	139
2019 Q4	$403K	Sell	1,972 -86	-4%	-$15.8K	0.04%	171
2019 Q3	$312K	Sell	2,058 -292	-12%	-$47.5K	0.03%	163
2019 Q2	$370K	Sell	2,350 -175	-7%	-$27.4K	0.04%	166
2019 Q1	$406K	Sell	2,525 -50	-2%	-$9.13K	0.05%	157
2018 Q4	$489K	Hold	2,575	–	–	0.07%	136
2018 Q3	$536K	Hold	2,575	–	–	0.06%	148
2018 Q2	$438K	Hold	2,575	–	–	0.05%	164
2018 Q1	$432K	Buy	+2,575	New	+$500K	0.05%	168

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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

Capital World Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Sanders Capital

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