Syntax Advisors’s Cigna CI Stock Holding History

Syntax Advisors’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 Q3	–	Sell	-740	Closed	-$208K	–	199
2023 Q2	$208K	Buy	+740	New	+$193K	0.17%	188
2023 Q1	–	Sell	-621	Closed	-$206K	–	234
2022 Q4	$206K	Sell	621 -128	-17%	-$40.5K	0.17%	189
2022 Q3	$208K	Sell	749 -54	-7%	-$15.2K	0.18%	177
2022 Q2	$212K	Sell	803 -57	-7%	-$14.7K	0.18%	177
2022 Q1	$206K	Sell	860 -167	-16%	-$39.1K	0.17%	200
2021 Q4	$236K	Buy	+1,027	New	+$218K	0.17%	187

Other funds holding CI

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Syntax Advisors's CI Position: Q3 2023 in Review

Syntax Advisors sold out of Cigna (CI) in Q3 2023, closing a stake of 740 shares — an estimated $208K sold.

Syntax Advisors first reported a position in CI in Q4 2021 and held it in 6 quarters. The position peaked at $236K in Q4 2021. 1,491 funds tracked by Wall St. Rank hold CI as of Q3 2023.

Syntax Advisors reported no remaining Cigna position as of Q3 2023 after selling out during the quarter.
Syntax Advisors sold 740 Cigna shares in Q3 2023, an estimated $208K.
Syntax Advisors first reported a position in Cigna in Q4 2021 and held it in 6 quarters.
Syntax Advisors's Cigna position peaked at $236K in Q4 2021.
1,491 funds tracked by Wall St. Rank held Cigna as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.