Whitegate Investment Counselors’s Cigna CI Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-1,824	Closed	-$365K	–	88
2021 Q3	$365K	Hold	1,824	–	–	0.05%	185
2021 Q2	$432K	Hold	1,824	–	–	0.06%	169
2021 Q1	$441K	Hold	1,824	–	–	0.07%	161
2020 Q4	$380K	Hold	1,824	–	–	0.06%	167
2020 Q3	$309K	Hold	1,824	–	–	0.06%	165
2020 Q2	$342K	Hold	1,824	–	–	0.07%	154
2020 Q1	$323K	Hold	1,824	–	–	0.08%	145
2019 Q4	$373K	Hold	1,824	–	–	0.07%	156
2019 Q3	$277K	Hold	1,824	–	–	0.05%	170
2019 Q2	$287K	Sell	1,824 -54	-3%	-$8.46K	0.06%	163
2019 Q1	$302K	Hold	1,878	–	–	0.06%	160
2018 Q4	$357K	Buy	1,878 +278	+17%	+$58K	0.08%	144
2018 Q3	$333K	Sell	1,600 -100	-6%	-$18.5K	0.07%	153
2018 Q2	$289K	Hold	1,700	–	–	0.06%	157
2018 Q1	$285K	Hold	1,700	–	–	0.06%	160
2017 Q4	$345K	Sell	1,700 -100	-6%	-$19.9K	0.07%	147
2017 Q3	$336K	Hold	1,800	–	–	0.07%	145
2017 Q2	$301K	Hold	1,800	–	–	0.07%	151
2017 Q1	$264K	Hold	1,800	–	–	0.06%	156
2016 Q4	$240K	Hold	1,800	–	–	0.06%	147
2016 Q3	$235K	Hold	1,800	–	–	0.06%	144
2016 Q2	$230K	Buy	+1,800	New	+$238K	0.06%	141
2014 Q1	$247K	Buy	+1,800	New	+$148K	0.07%	132

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whitegate Investment Counselors's CI Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Cigna (CI) in Q4 2021, closing a stake of 1,824 shares — an estimated $365K sold.

Whitegate Investment Counselors first reported a position in CI in Q1 2014 and held it in 23 quarters. The position peaked at $441K in Q1 2021. 1,332 funds tracked by Wall St. Rank hold CI as of Q4 2021.

Whitegate Investment Counselors reported no remaining Cigna position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 1,824 Cigna shares in Q4 2021, an estimated $365K.
Whitegate Investment Counselors first reported a position in Cigna in Q1 2014 and held it in 23 quarters.
Whitegate Investment Counselors's Cigna position peaked at $441K in Q1 2021.
1,332 funds tracked by Wall St. Rank held Cigna as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.