CI — THE CIGNA GROUP

Ownership history in TrinityPoint Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in THE CIGNA GROUP (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.

Peak position
0.05% (2024 Q1)
Avg. % of fund
0.04%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 782 -13 -1.6% 0.04% $271K $336.19
2024 Q2 REDUCED 795 -34 -4.1% 0.04% $263K $319.56
2024 Q1 ADDED 829 +52 +6.7% 0.05% $301K $349.66
2023 Q4 ADDED 777 +27 +3.6% 0.04% $233K $287.09
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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 TrinityPoint Wealth, LLC Holdings