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Morningstar Investment Services’s Cigna CI Stock Holding History

Morningstar Investment Services’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
Q1 		$596K Sell
1,810
-1,556
-46% -$469K 0.11% 114
2024
Q4 		$929K Sell
3,366
-41,238
-92% -$13.1M 0.08% 114
2024
Q3 		$15.5M Buy
44,604
+33
+0.1% +$11.4K 0.16% 112
2024
Q2 		$14.9M Sell
44,571
-455
-1% -$157K 0.16% 112
2024
Q1 		$16.4M Sell
45,026
-44,527
-50% -$14.7M 0.18% 107
2023
Q4 		$26.8M Buy
89,553
+44,433
+98% +$13M 0.15% 111
2023
Q3 		$13.1M Buy
45,120
+715
+2% +$204K 0.17% 108
2023
Q2 		$12.3M Sell
44,405
-2,154
-5% -$561K 0.16% 109
2023
Q1 		$11.8M Sell
46,559
-12,318
-21% -$3.59M 0.16% 106
2022
Q4 		$18.5M Buy
58,877
+1,149
+2% +$364K 0.25% 98
2022
Q3 		$18.3M Buy
57,728
+74
+0.1% +$20.8K 0.26% 94
2022
Q2 		$15.4M Buy
57,654
+5,613
+11% +$1.45M 0.21% 99
2022
Q1 		$12.7M Buy
52,041
+4,685
+10% +$1.1M 0.14% 110
2021
Q4 		$10.9M Buy
47,356
+2,184
+5% +$464K 0.12% 115
2021
Q3 		$9.21M Buy
45,172
+9,343
+26% +$2.03M 0.11% 112
2021
Q2 		$8.48M Buy
35,829
+1,432
+4% +$358K 0.1% 116
2021
Q1 		$8.45M Sell
34,397
-836
-2% -$186K 0.11% 123
2020
Q4 		$7.19M Sell
35,233
-2,305
-6% -$452K 0.1% 124
2020
Q3 		$6.17M Sell
37,538
-1,912
-5% -$337K 0.1% 132
2020
Q2 		$7.4M Sell
39,450
-2,337
-6% -$443K 0.12% 121
2020
Q1 		$7.45M Buy
41,787
+1,332
+3% +$258K 0.14% 115
2019
Q4 		$8.21M Buy
40,455
+14,726
+57% +$2.7M 0.13% 119
2019
Q3 		$3.89M Sell
25,729
-1,161
-4% -$189K 0.07% 120
2019
Q2 		$4.24M Sell
26,890
-1,512
-5% -$237K 0.07% 139
2019
Q1 		$4.57M Sell
28,402
-2,306
-8% -$421K 0.08% 135
2018
Q4 		$5.85M Buy
+30,708
New +$6.41M 0.11% 119

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 $1.9T AUM 41.92% 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 $865B AUM 30.76% 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 $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Services's CI Position: Q1 2025 in Review

Morningstar Investment Services reduced its Cigna (CI) stake by 46% in Q1 2025, selling an estimated $469K and leaving 1,810 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #114.

Morningstar Investment Services first reported a position in CI in Q4 2018 and has held it in 26 quarters since. The position peaked at $26.8M in Q4 2023. 1,695 funds tracked by Wall St. Rank hold CI as of Q1 2025.

  • Morningstar Investment Services held 1,810 shares of Cigna worth $596K as of Q1 2025.
  • Morningstar Investment Services sold 1,556 Cigna shares in Q1 2025, an estimated $469K.
  • Cigna made up 0.11% of Morningstar Investment Services's portfolio in Q1 2025, its #114 holding.
  • Morningstar Investment Services first reported a position in Cigna in Q4 2018 and has held it in 26 quarters since.
  • Morningstar Investment Services's Cigna position peaked at $26.8M in Q4 2023.
  • 1,695 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.