Sweet Financial Partners’s Cigna CI Stock Holding History

Sweet Financial Partners’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 Q3	$1.73M	Buy	5,005 +147	+3%	+$50.6K	0.38%	60
2024 Q2	$1.61M	Buy	4,858 +2	+0%	+$690	0.37%	59
2024 Q1	$1.76M	Sell	4,856 -2,016	-29%	-$664K	0.41%	54
2023 Q4	$2.06M	Sell	6,872 -10	-0.1%	-$2.92K	0.49%	44
2023 Q3	$1.97M	Buy	6,882 +1	+0%	+$285	0.52%	39
2023 Q2	$1.93M	Sell	6,881 -9	-0.1%	-$2.34K	0.5%	40
2023 Q1	$1.76M	Hold	6,890	–	–	0.49%	33
2022 Q4	$2.28M	Hold	6,890	–	–	0.67%	23
2022 Q3	$1.91M	Sell	6,890 -183	-3%	-$51.5K	0.61%	25
2022 Q2	$1.86M	Sell	7,073 -38	-0.5%	-$9.79K	0.58%	27
2022 Q1	$1.7M	Buy	7,111 +2,300	+48%	+$538K	0.46%	31
2021 Q4	$1.1M	Buy	+4,811	New	+$1.02M	0.46%	30

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sweet Financial Partners's CI Position: Q3 2024 in Review

Sweet Financial Partners increased its Cigna (CI) stake by 3% in Q3 2024, buying an estimated $50.6K and bringing the position to 5,005 shares worth $1.73M. The position accounts for 0.38% of the portfolio, ranked #60.

Sweet Financial Partners first reported a position in CI in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.28M in Q4 2022. 1,706 funds tracked by Wall St. Rank hold CI as of Q3 2024.

Sweet Financial Partners held 5,005 shares of Cigna worth $1.73M as of Q3 2024.
Sweet Financial Partners bought 147 Cigna shares in Q3 2024, an estimated $50.6K.
Cigna made up 0.38% of Sweet Financial Partners's portfolio in Q3 2024, its #60 holding.
Sweet Financial Partners first reported a position in Cigna in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Cigna position peaked at $2.28M in Q4 2022.
1,706 funds tracked by Wall St. Rank held Cigna as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.