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Ameliora Wealth Management’s Cincinnati Financial CINF Stock Holding History

Ameliora Wealth Management’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-611
Closed -$62.6K – 222
2022
Q4 		$62.6K Hold
611
– – 0.03% 133
2022
Q3 		$59K Buy
+611
New +$62.9K 0.03% 134

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Ameliora Wealth Management's CINF Position: Q1 2023 in Review

Ameliora Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2023, closing a stake of 611 shares — an estimated $62.6K sold.

Ameliora Wealth Management first reported a position in CINF in Q3 2022 and held it in 2 quarters. The position peaked at $62.6K in Q4 2022. 713 funds tracked by Wall St. Rank hold CINF as of Q1 2023.

  • Ameliora Wealth Management reported no remaining Cincinnati Financial position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 611 Cincinnati Financial shares in Q1 2023, an estimated $62.6K.
  • Ameliora Wealth Management first reported a position in Cincinnati Financial in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's Cincinnati Financial position peaked at $62.6K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.