Steward Financial Group’s Cigna CI Stock Holding History

Steward 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
2023 Q3	$52K	Buy	183 +26	+17%	+$7.42K	0.02%	144
2023 Q2	$44K	Buy	+157	New	+$40.9K	0.01%	156
2022 Q3	–	Sell	-154	Closed	-$40K	–	308
2022 Q2	$40K	Buy	154 +54	+54%	+$13.9K	0.03%	110
2022 Q1	$23K	Hold	100	–	–	0.02%	143
2021 Q4	$22K	Buy	+100	New	+$21.3K	0.02%	118

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's CI Position: Q3 2023 in Review

Steward Financial Group increased its Cigna (CI) stake by 17% in Q3 2023, buying an estimated $7.42K and bringing the position to 183 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #144.

Steward Financial Group first reported a position in CI in Q4 2021 and has held it in 5 quarters since. 1,491 funds tracked by Wall St. Rank hold CI as of Q3 2023.

Steward Financial Group held 183 shares of Cigna worth $52K as of Q3 2023.
Steward Financial Group bought 26 Cigna shares in Q3 2023, an estimated $7.42K.
Cigna made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #144 holding.
Steward Financial Group first reported a position in Cigna in Q4 2021 and has held it in 5 quarters since.
1,491 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.