Evercore Wealth Management, LLC

Position in CI — Cigna Group

CIK 1482689 New York, NY

Position in CI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$338,810

-$8,231 QoQ

Shares Held

1,229

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,130

of 1,679 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Healthcare · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $29,167,462 across 3 Healthcare Plans names. CI ranks #2 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	68,844	$28,613,631
2	CI	Cigna Group This page	1,229	$338,810
3	ELV	Elevance Health, Inc.	556	$215,021

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,810	1,229	-5.5%	Shares	Sole	2026-08-14
2026-03-31	$347,041	1,301	+2.8%	Shares	Defined	2026-05-15
2025-12-31	$348,440	1,266	-7.4%	Shares	Defined	2026-02-17
2025-09-30	$394,037	1,367	-41.8%	Shares	Defined	2025-11-14
2025-06-30	$776,201	2,348	+8.2%	Shares	Defined	2025-08-14
2025-03-31	$713,930	2,170	-4.8%	Shares	Defined	2025-05-15
2024-12-31	$629,599	2,280	0.0%	Shares	Sole	2025-02-14
2024-09-30	$789,882	2,280	-8.0%	Shares	Defined	2024-11-14
2024-06-30	$819,151	2,478	-1.4%	Shares	Sole	2024-08-14
2024-03-31	$913,059	2,514	+0.6%	Shares	Defined	2024-05-15
2023-12-31	$748,026	2,498	+0.6%	Shares	Defined	2024-02-14
2023-09-30	$710,025	2,482	+1.1%	Shares	Sole	2023-11-14
2023-06-30	$689,153	2,456	-0.4%	Shares	Defined	2023-08-04
2023-03-31	$629,881	2,465	+0.5%	Shares	Defined	2023-05-15
2022-12-31	$812,776	2,453	+4.3%	Shares	Sole	2023-02-14
2022-09-30	$652,608	2,352	0.0%	Shares	Defined	2022-11-14
2022-06-30	$619,798	2,352	+5.8%	Shares	Sole	2022-08-15
2022-03-31	$532,652	2,223	-1.6%	Shares	Sole	2022-05-16
2021-12-31	$518,504	2,258	-1.1%	Shares	Defined	2022-02-14
2021-09-30	$456,964	2,283	-5.5%	Shares	Defined	2021-11-15
2021-06-30	$572,998	2,417	-0.5%	Shares	Defined	2021-08-16
2021-03-31	$587,427	2,430	-6.3%	Shares	Defined	2021-05-17
2020-12-31	$539,810	2,593	+2.6%	Shares	Defined	2021-02-16
2020-09-30	$428,098	2,527	-5.0%	Shares	Defined	2020-11-16
2020-06-30	$499,336	2,661	+0.8%	Shares	Defined	2020-08-13
2020-03-31	$467,931	2,641	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.