Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,693,183
+$1,368,274 QoQ
Shares Held
154,865
-0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#143
of 1,679 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $142,260,779 across 5 Healthcare Plans names. CI ranks #2 (30.0% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,693,183 | 154,865 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $41,324,909 | 154,920 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $37,972,106 | 137,965 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,327,888 | 157,252 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,683,868 | 156,343 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $265,503 | 807 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $214,008 | 775 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $259,828 | 786 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $295,273 | 813 | Shares | Sole | 2024-05-15 | |
| 2020-06-30 | $780,624 | 4,160 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $785,261 | 4,432 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||