PAG
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Paladin Advisory Group’s Cigna CI Stock Holding History

Paladin Advisory Group’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 		– Sell
-90
Closed -$24.9K – 234
2024
Q4 		$24.9K Hold
90
– – 0.02% 178
2024
Q3 		$31.2K Hold
90
– – 0.02% 171
2024
Q2 		$29.4K Hold
90
– – 0.02% 165
2024
Q1 		$32.8K Hold
90
– – 0.03% 162
2023
Q4 		$27K Hold
90
– – 0.02% 170
2023
Q3 		$25.7K Hold
90
– – 0.02% 179
2023
Q2 		$25.3K Hold
90
– – 0.02% 188
2023
Q1 		$23K Buy
+90
New +$26.2K 0.02% 192
2022
Q4 		– Hold
0
– – – 315
2022
Q3 		– Hold
0
– – – 318
2022
Q2 		– Sell
-90
Closed -$23.2K – 321
2022
Q1 		$22K Buy
+90
New +$21.1K 0.02% 205
2021
Q4 		– Hold
0
– – – 319

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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 $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return