SP
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Successful Portfolios’s Cigna CI Stock Holding History

Successful Portfolios’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
2024
Q4 		– Sell
-587
Closed -$203K – 165
2024
Q3 		$203K Buy
+587
New +$202K 0.14% 153
2024
Q2 		– Sell
-712
Closed -$259K – 160
2024
Q1 		$259K Sell
712
-15
-2% -$4.94K 0.18% 124
2023
Q4 		$218K Buy
+727
New +$212K 0.16% 141

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Successful Portfolios's CI Position: Q4 2024 in Review

Successful Portfolios sold out of Cigna (CI) in Q4 2024, closing a stake of 587 shares — an estimated $203K sold.

Successful Portfolios first reported a position in CI in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q1 2024. 1,651 funds tracked by Wall St. Rank hold CI as of Q4 2024.

  • Successful Portfolios reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
  • Successful Portfolios sold 587 Cigna shares in Q4 2024, an estimated $203K.
  • Successful Portfolios first reported a position in Cigna in Q4 2023 and held it in 3 quarters.
  • Successful Portfolios's Cigna position peaked at $259K in Q1 2024.
  • 1,651 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Successful Portfolios's 13F filing for Q4 2024, filed 16 Jan 2025.