SAM
CI icon

Synergy Asset Management’s Cigna CI Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-1,834
Closed -$635K – 203
2024
Q4 		$635K Hold
1,834
– – 0.05% 138
2024
Q3 		$635K Buy
1,834
+31
+2% +$10.7K 0.1% 93
2024
Q2 		$596K Buy
+1,803
New +$622K 0.09% 91
2022
Q1 		– Sell
-1,809
Closed -$415K – 103
2021
Q4 		$415K Buy
1,809
+385
+27% +$81.8K 0.1% 68
2021
Q3 		$285K Buy
+1,424
New +$310K 0.07% 81

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Asset Management's CI Position: Q1 2025 in Review

Synergy Asset Management sold out of Cigna (CI) in Q1 2025, closing a stake of 1,834 shares — an estimated $635K sold.

Synergy Asset Management first reported a position in CI in Q3 2021 and held it in 5 quarters. The position peaked at $635K in Q4 2024. 1,693 funds tracked by Wall St. Rank hold CI as of Q1 2025.

  • Synergy Asset Management reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,834 Cigna shares in Q1 2025, an estimated $635K.
  • Synergy Asset Management first reported a position in Cigna in Q3 2021 and held it in 5 quarters.
  • Synergy Asset Management's Cigna position peaked at $635K in Q4 2024.
  • 1,693 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.