Oxler Private Wealth’s Cigna CI Stock Holding History

Oxler Private 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
2022 Q3	–	Sell	-4,561	Closed	-$1.2M	–	453
2022 Q2	$1.2M	Buy	4,561 +20	+0.4%	+$5.15K	0.58%	45
2022 Q1	$1.09M	Buy	4,541 +21	+0.5%	+$4.92K	0.49%	55
2021 Q4	$1.04M	Buy	4,520 +20	+0.4%	+$4.25K	0.43%	61
2021 Q3	$900K	Hold	4,500	–	–	0.4%	70
2021 Q2	$1.07M	Hold	4,500	–	–	0.46%	60
2021 Q1	$1.09M	Buy	4,500 +1,000	+29%	+$223K	0.55%	50
2020 Q4	$728K	Buy	+3,500	New	+$686K	0.41%	56

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oxler Private Wealth's CI Position: Q3 2022 in Review

Oxler Private Wealth sold out of Cigna (CI) in Q3 2022, closing a stake of 4,561 shares — an estimated $1.2M sold.

Oxler Private Wealth first reported a position in CI in Q4 2020 and held it in 7 quarters. The position peaked at $1.2M in Q2 2022. 1,482 funds tracked by Wall St. Rank hold CI as of Q3 2022.

Oxler Private Wealth reported no remaining Cigna position as of Q3 2022 after selling out during the quarter.
Oxler Private Wealth sold 4,561 Cigna shares in Q3 2022, an estimated $1.2M.
Oxler Private Wealth first reported a position in Cigna in Q4 2020 and held it in 7 quarters.
Oxler Private Wealth's Cigna position peaked at $1.2M in Q2 2022.
1,482 funds tracked by Wall St. Rank held Cigna as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.