SIA
CI icon

Schechter Investment Advisors’s Cigna CI Stock Holding History

Schechter Investment Advisors’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 		$560K Sell
1,702
-442
-21% -$133K 0.05% 338
2024
Q4 		$592K Sell
2,144
-1,635
-43% -$521K 0.05% 351
2024
Q3 		$1.31M Sell
3,779
-1
-0% -$344 0.1% 197
2024
Q2 		$1.25M Sell
3,780
-151
-4% -$52.1K 0.09% 193
2024
Q1 		$1.43M Buy
3,931
+159
+4% +$52.3K 0.11% 182
2023
Q4 		$1.13M Sell
3,772
-384
-9% -$112K 0.1% 208
2023
Q3 		$1.19M Sell
4,156
-407
-9% -$116K 0.12% 194
2023
Q2 		$1.28M Sell
4,563
-342
-7% -$89.1K 0.12% 202
2023
Q1 		$1.25M Sell
4,905
-366
-7% -$107K 0.12% 207
2022
Q4 		$1.75M Buy
5,271
+19
+0.4% +$6.01K 0.16% 143
2022
Q3 		$1.46M Sell
5,252
-75
-1% -$21.1K 0.14% 172
2022
Q2 		$1.4M Buy
5,327
+213
+4% +$54.9K 0.14% 176
2022
Q1 		$1.23M Sell
5,114
-97
-2% -$22.7K 0.11% 234
2021
Q4 		$1.2M Buy
+5,211
New +$1.11M 0.11% 245

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's CI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cigna (CI) stake by 21% in Q1 2025, selling an estimated $133K and leaving 1,702 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #338.

Schechter Investment Advisors first reported a position in CI in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.75M in Q4 2022. 1,693 funds tracked by Wall St. Rank hold CI as of Q1 2025.

  • Schechter Investment Advisors held 1,702 shares of Cigna worth $560K as of Q1 2025.
  • Schechter Investment Advisors sold 442 Cigna shares in Q1 2025, an estimated $133K.
  • Cigna made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #338 holding.
  • Schechter Investment Advisors first reported a position in Cigna in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Cigna position peaked at $1.75M in Q4 2022.
  • 1,693 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.