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Peterson Financial Group’s Cigna CI Stock Holding History

Peterson Financial 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
2024
Q3 		$6.48K Buy
+19
New +$6.54K 0.02% 260
2023
Q1 		– Sell
-2,841
Closed -$941K – 29
2022
Q4 		$941K Sell
2,841
-1,606
-36% -$508K 1.24% 33
2022
Q3 		$1.23M Buy
4,447
+1,023
+30% +$288K 1.2% 37
2022
Q2 		$902K Buy
3,424
+217
+7% +$55.9K 0.85% 48
2022
Q1 		$768K Buy
3,207
+179
+6% +$41.9K 0.64% 56
2021
Q4 		$695K Buy
+3,028
New +$644K 0.57% 58

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peterson Financial Group's CI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Cigna (CI) in Q3 2024: 19 shares worth $6.48K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in CI as recently as Q4 2022.

Peterson Financial Group first reported a position in CI in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.23M in Q3 2022. 1,704 funds tracked by Wall St. Rank hold CI as of Q3 2024.

  • Peterson Financial Group held 19 shares of Cigna worth $6.48K as of Q3 2024.
  • Cigna was a new Peterson Financial Group position in Q3 2024.
  • Cigna made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #260 holding.
  • Peterson Financial Group first reported a position in Cigna in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Cigna position peaked at $1.23M in Q3 2022.
  • 1,704 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.