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Sugarloaf Wealth Management’s Cigna CI Stock Holding History

Sugarloaf Wealth 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
2023
Q1 		– Sell
-1
Closed -$341 – 720
2022
Q4 		$341 Sell
1
-1
-50% -$316 ﹤0.01% 747
2022
Q3 		$1K Hold
2
– – ﹤0.01% 749
2022
Q2 		$0 Buy
+2
New +$515 ﹤0.01% 786
2021
Q1 		– Sell
-1
Closed -$223 – 752
2020
Q4 		$0 Hold
1
– – ﹤0.01% 724
2020
Q3 		$0 Hold
1
– – ﹤0.01% 677
2020
Q2 		$0 Sell
1
-23
-96% -$4.36K ﹤0.01% 680
2020
Q1 		$4K Hold
24
– – ﹤0.01% 530
2019
Q4 		$5K Buy
+24
New +$4.4K ﹤0.01% 537

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sugarloaf Wealth Management's CI Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Cigna (CI) in Q1 2023, closing a stake of 1 share — an estimated $341 sold.

Sugarloaf Wealth Management first reported a position in CI in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 1,485 funds tracked by Wall St. Rank hold CI as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Cigna position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 Cigna share in Q1 2023, an estimated $341.
  • Sugarloaf Wealth Management first reported a position in Cigna in Q4 2019 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Cigna position peaked at $5K in Q4 2019.
  • 1,485 funds tracked by Wall St. Rank held Cigna as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.