CI — THE CIGNA GROUP COM

Ownership history in Halpern Financial, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in THE CIGNA GROUP COM (CI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 INITIATED 17 — — 0.00% $6K —
% of Fund (quarterly)    CI price (monthly, adj. close)

Other funds also holding CI

As of 2025 Q4 — sorted by position size

TAM Capital Management Inc. 3Y 7Y 21.61% Brummer Multi-Strategy AB 19.66% BloombergSen Inc. 3Y 7Y 19.54% 53 HOUSE LLP 3Y 7Y 10.06% Seven Springs Wealth Group, LLC 3Y 9.77% BOONE CAPITAL MANAGEMENT LLC 3Y 8.33% Sio Capital Management, LLC 3Y 7Y 7.46% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 7.38% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 7.19% Focused Investors LLC 3Y 7Y 6.21%
← Back to Halpern Financial, Inc. Holdings