Seneca House Advisors’s Cigna CI Stock Holding History

Seneca House 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
2023 Q4	–	Sell	-935	Closed	-$270K	–	78
2023 Q3	$270K	Hold	935	–	–	0.14%	67
2023 Q2	$262K	Hold	935	–	–	0.13%	71
2023 Q1	$239K	Hold	935	–	–	0.12%	76
2022 Q4	$310K	Hold	935	–	–	0.17%	71
2022 Q3	$259K	Hold	935	–	–	0.19%	72
2022 Q2	$246K	Buy	+935	New	+$241K	0.16%	82
2022 Q1	–	Sell	-1,078	Closed	-$247K	–	85
2021 Q4	$247K	Buy	+1,078	New	+$229K	0.13%	77

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seneca House Advisors's CI Position: Q4 2023 in Review

Seneca House Advisors sold out of Cigna (CI) in Q4 2023, closing a stake of 935 shares — an estimated $270K sold.

Seneca House Advisors first reported a position in CI in Q4 2021 and held it in 7 quarters. The position peaked at $310K in Q4 2022. 1,624 funds tracked by Wall St. Rank hold CI as of Q4 2023.

Seneca House Advisors reported no remaining Cigna position as of Q4 2023 after selling out during the quarter.
Seneca House Advisors sold 935 Cigna shares in Q4 2023, an estimated $270K.
Seneca House Advisors first reported a position in Cigna in Q4 2021 and held it in 7 quarters.
Seneca House Advisors's Cigna position peaked at $310K in Q4 2022.
1,624 funds tracked by Wall St. Rank held Cigna as of Q4 2023.

Based on Seneca House Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.