Waterloo Capital’s Cigna CI Stock Holding History

Waterloo Capital’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 Q3	–	Sell	-614	Closed	-$203K	–	463
2025 Q2	$203K	Sell	614 -197	-24%	-$63.5K	0.02%	443
2025 Q1	$267K	Buy	+811	New	+$244K	0.02%	339

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Waterloo Capital's CI Position: Q3 2025 in Review

Waterloo Capital sold out of Cigna (CI) in Q3 2025, closing a stake of 614 shares — an estimated $203K sold.

Waterloo Capital first reported a position in CI in Q1 2025 and held it in 2 quarters. The position peaked at $267K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold CI as of Q3 2025.

Waterloo Capital reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
Waterloo Capital sold 614 Cigna shares in Q3 2025, an estimated $203K.
Waterloo Capital first reported a position in Cigna in Q1 2025 and held it in 2 quarters.
Waterloo Capital's Cigna position peaked at $267K in Q1 2025.
1,613 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.