Secure Asset Management’s Cigna CI Stock Holding History

Secure Asset Management’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 Q3	–	Sell	-655	Closed	-$217K	–	316
2025 Q2	$217K	Buy	655 +3	+0.5%	+$967	0.04%	298
2025 Q1	$215K	Buy	+652	New	+$196K	0.04%	286
2024 Q4	–	Sell	-731	Closed	-$253K	–	326
2024 Q3	$253K	Sell	731 -2	-0.3%	-$688	0.04%	263
2024 Q2	$242K	Sell	733 -18	-2%	-$6.21K	0.05%	251
2024 Q1	$273K	Sell	751 -72	-9%	-$23.7K	0.06%	192
2023 Q4	$246K	Hold	823	–	–	0.07%	196
2023 Q3	$235K	Hold	823	–	–	0.07%	185
2023 Q2	$231K	Hold	823	–	–	0.07%	172
2023 Q1	$210K	Buy	823 +28	+4%	+$8.16K	0.07%	177
2022 Q4	$263K	Hold	795	–	–	0.09%	157
2022 Q3	$221K	Hold	795	–	–	0.12%	132
2022 Q2	$209K	Sell	795 -91	-10%	-$23.4K	0.12%	152
2022 Q1	$212K	Buy	+886	New	+$207K	0.1%	186
2021 Q3	–	Sell	-2,357	Closed	-$559K	–	186
2021 Q2	$559K	Buy	2,357 +859	+57%	+$215K	0.28%	67
2021 Q1	$362K	Buy	+1,498	New	+$334K	0.2%	107

Other funds holding CI

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

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

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

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Secure Asset Management's CI Position: Q3 2025 in Review

Secure Asset Management sold out of Cigna (CI) in Q3 2025, closing a stake of 655 shares — an estimated $217K sold.

Secure Asset Management first reported a position in CI in Q1 2021 and held it in 15 quarters. The position peaked at $559K in Q2 2021. 1,616 funds tracked by Wall St. Rank hold CI as of Q3 2025.

Secure Asset Management reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
Secure Asset Management sold 655 Cigna shares in Q3 2025, an estimated $217K.
Secure Asset Management first reported a position in Cigna in Q1 2021 and held it in 15 quarters.
Secure Asset Management's Cigna position peaked at $559K in Q2 2021.
1,616 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.