Surevest’s Cigna CI Stock Holding History

Surevest’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
2022 Q3	$3K	Buy	10 +5	+100%	+$1.41K	﹤0.01%	350
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	464
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	439
2021 Q4	$1K	Buy	+5	New	+$1.06K	﹤0.01%	448

Other funds holding CI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surevest's CI Position: Q3 2022 in Review

Surevest increased its Cigna (CI) stake by 100% in Q3 2022, buying an estimated $1.41K and bringing the position to 10 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Surevest first reported a position in CI in Q4 2021 and has held it in 4 quarters since. 1,482 funds tracked by Wall St. Rank hold CI as of Q3 2022.

Surevest held 10 shares of Cigna worth $3K as of Q3 2022.
Surevest bought 5 Cigna shares in Q3 2022, an estimated $1.41K.
Cigna made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #350 holding.
Surevest first reported a position in Cigna in Q4 2021 and has held it in 4 quarters since.
1,482 funds tracked by Wall St. Rank held Cigna as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.