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SS&H Financial Advisors’s Cigna CI Stock Holding History

SS&H Financial 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
Q4 		$504K Hold
1,832
– – 0.15% 91
2025
Q3 		$528K Hold
1,832
– – 0.16% 89
2025
Q2 		$606K Buy
1,832
+372
+25% +$120K 0.2% 80
2025
Q1 		$480K Hold
1,460
– – 0.18% 88
2024
Q4 		$404K Hold
1,460
– – 0.15% 99
2024
Q3 		$506K Hold
1,460
– – 0.18% 90
2024
Q2 		$483K Hold
1,460
– – 0.19% 87
2024
Q1 		$530K Sell
1,460
-372
-20% -$122K 0.22% 85
2023
Q4 		$549K Hold
1,832
– – 0.23% 84
2023
Q3 		$524K Buy
+1,832
New +$522K 0.25% 83
2023
Q1 		$471K Buy
1,842
+10
+0.5% +$2.91K 0.22% 90
2022
Q4 		$607K Hold
1,832
– – 0.29% 77
2022
Q3 		$508K Hold
1,832
– – 0.26% 78
2022
Q2 		$483K Hold
1,832
– – 0.22% 86
2022
Q1 		$439K Buy
+1,832
New +$429K 0.17% 100

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return