Tiedemann Advisors’s Cigna CI Stock Holding History

Tiedemann 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
2022 Q2	–	Sell	-2,690	Closed	-$644K	–	247
2022 Q1	$644K	Buy	2,690 +31	+1%	+$7.26K	0.03%	168
2021 Q4	$611K	Hold	2,659	–	–	0.03%	175
2021 Q3	$532K	Sell	2,659 -422	-14%	-$91.8K	0.03%	186
2021 Q2	$731K	Sell	3,081 -484	-14%	-$121K	0.03%	195
2021 Q1	$862K	Sell	3,565 -24	-0.7%	-$5.35K	0.04%	173
2020 Q4	$747K	Sell	3,589 -3,084	-46%	-$605K	0.04%	176
2020 Q3	$1.13M	Buy	6,673 +4,580	+219%	+$806K	0.05%	163
2020 Q2	$394K	Buy	2,093 +74	+4%	+$14K	0.02%	227
2020 Q1	$358K	Sell	2,019 -104	-5%	-$20.2K	0.02%	221
2019 Q4	$433K	Buy	+2,123	New	+$389K	0.02%	219
2019 Q2	–	Sell	-1,836	Closed	-$295K	–	320
2019 Q1	$295K	Sell	1,836 -2,586	-58%	-$472K	0.01%	362
2018 Q4	$841K	Buy	+4,422	New	+$922K	0.04%	227
2017 Q3	–	Sell	-1,277	Closed	-$214K	–	362
2017 Q2	$214K	Buy	+1,277	New	+$205K	0.02%	416

Other funds holding CI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

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

Capital World Investors

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

Sanders Capital

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

Geode Capital Management

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