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Naviter Wealth’s Cigna CI Stock Holding History

Naviter Wealth’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
Q1 		– Sell
-3,138
Closed -$940K – 235
2023
Q4 		$940K Buy
3,138
+644
+26% +$188K 0.19% 138
2023
Q3 		$713K Buy
2,494
+166
+7% +$47.3K 0.17% 142
2023
Q2 		$653K Buy
2,328
+264
+13% +$68.7K 0.17% 150
2023
Q1 		$527K Buy
+2,064
New +$601K 0.18% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Naviter Wealth's CI Position: Q1 2024 in Review

Naviter Wealth sold out of Cigna (CI) in Q1 2024, closing a stake of 3,138 shares — an estimated $940K sold.

Naviter Wealth first reported a position in CI in Q1 2023 and held it in 4 quarters. The position peaked at $940K in Q4 2023. 1,663 funds tracked by Wall St. Rank hold CI as of Q1 2024.

  • Naviter Wealth reported no remaining Cigna position as of Q1 2024 after selling out during the quarter.
  • Naviter Wealth sold 3,138 Cigna shares in Q1 2024, an estimated $940K.
  • Naviter Wealth first reported a position in Cigna in Q1 2023 and held it in 4 quarters.
  • Naviter Wealth's Cigna position peaked at $940K in Q4 2023.
  • 1,663 funds tracked by Wall St. Rank held Cigna as of Q1 2024.

Based on Naviter Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.