Winch Advisory Services’s Cigna CI Stock Holding History

Winch Advisory Services’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 Q1	–	Sell	-32	Closed	-$8.84K	–	504
2024 Q4	$8.84K	Buy	+32	New	+$10.2K	﹤0.01%	304
2020 Q1	–	Sell	-62	Closed	-$13K	–	350
2019 Q4	$13K	Buy	+62	New	+$11.4K	0.01%	185
2015 Q4	–	Sell	-34	Closed	-$5K	–	259
2015 Q3	$5K	Sell	34 -1,999	-98%	-$290K	0.01%	153
2015 Q2	$329K	Sell	2,033 -9,514	-82%	-$1.31M	0.18%	83
2015 Q1	$1.5M	Buy	+11,547	New	+$1.34M	0.87%	30

Other funds holding CI

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Winch Advisory Services's CI Position: Q1 2025 in Review

Winch Advisory Services sold out of Cigna (CI) in Q1 2025, closing a stake of 32 shares — an estimated $8.84K sold.

Winch Advisory Services first reported a position in CI in Q1 2015 and held it in 5 quarters. The position peaked at $1.5M in Q1 2015. 1,698 funds tracked by Wall St. Rank hold CI as of Q1 2025.

Winch Advisory Services reported no remaining Cigna position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 32 Cigna shares in Q1 2025, an estimated $8.84K.
Winch Advisory Services first reported a position in Cigna in Q1 2015 and held it in 5 quarters.
Winch Advisory Services's Cigna position peaked at $1.5M in Q1 2015.
1,698 funds tracked by Wall St. Rank held Cigna as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.