MFC
CI icon

Morris Financial Concepts’s Cigna CI Stock Holding History

Morris Financial Concepts’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
Q3 		– Sell
-652
Closed -$216K – 199
2025
Q2 		$216K Hold
652
– – 0.09% 129
2025
Q1 		$215K Buy
+652
New +$196K 0.09% 127
2024
Q4 		– Sell
-652
Closed -$226K – 186
2024
Q3 		$226K Hold
652
– – 0.1% 111
2024
Q2 		$216K Hold
652
– – 0.1% 100
2024
Q1 		$237K Buy
+652
New +$215K 0.12% 91

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morris Financial Concepts's CI Position: Q3 2025 in Review

Morris Financial Concepts sold out of Cigna (CI) in Q3 2025, closing a stake of 652 shares — an estimated $216K sold.

Morris Financial Concepts first reported a position in CI in Q1 2024 and held it in 5 quarters. The position peaked at $237K in Q1 2024. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Morris Financial Concepts reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Morris Financial Concepts sold 652 Cigna shares in Q3 2025, an estimated $216K.
  • Morris Financial Concepts first reported a position in Cigna in Q1 2024 and held it in 5 quarters.
  • Morris Financial Concepts's Cigna position peaked at $237K in Q1 2024.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Morris Financial Concepts's 13F filing for Q3 2025, filed 21 Oct 2025.