Whalerock Point Partners’s Cigna CI Stock Holding History

Whalerock Point 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 Q4	–	Sell	-590	Closed	-$204K	–	187
2024 Q3	$204K	Buy	+590	New	+$203K	0.05%	183
2024 Q2	–	Sell	-590	Closed	-$214K	–	167
2024 Q1	$214K	Buy	+590	New	+$194K	0.06%	166
2023 Q4	–	Sell	-770	Closed	-$220K	–	168
2023 Q3	$220K	Hold	770	–	–	0.08%	143
2023 Q2	$216K	Buy	+770	New	+$201K	0.07%	146
2023 Q1	–	Sell	-726	Closed	-$241K	–	151
2022 Q4	$241K	Hold	726	–	–	0.1%	126
2022 Q3	$201K	Buy	+726	New	+$204K	0.09%	133
2019 Q3	–	Sell	-1,294	Closed	-$204K	–	146
2019 Q2	$204K	Hold	1,294	–	–	0.12%	138
2019 Q1	$208K	Buy	+1,294	New	+$236K	0.14%	125

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Whalerock Point Partners's CI Position: Q4 2024 in Review

Whalerock Point Partners sold out of Cigna (CI) in Q4 2024, closing a stake of 590 shares — an estimated $204K sold.

Whalerock Point Partners first reported a position in CI in Q1 2019 and held it in 8 quarters. The position peaked at $241K in Q4 2022. 1,646 funds tracked by Wall St. Rank hold CI as of Q4 2024.

Whalerock Point Partners reported no remaining Cigna position as of Q4 2024 after selling out during the quarter.
Whalerock Point Partners sold 590 Cigna shares in Q4 2024, an estimated $204K.
Whalerock Point Partners first reported a position in Cigna in Q1 2019 and held it in 8 quarters.
Whalerock Point Partners's Cigna position peaked at $241K in Q4 2022.
1,646 funds tracked by Wall St. Rank held Cigna as of Q4 2024.

Based on Whalerock Point Partners's 13F filing for Q4 2024, filed 14 Feb 2025.