Baker Tilly Wealth Management’s Cincinnati Financial CINF Stock Holding History

Baker Tilly 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 Q3	–	Sell	-3,711	Closed	-$361K	–	480
2023 Q2	$361K	Sell	3,711 -464	-11%	-$47.9K	0.04%	422
2023 Q1	$468K	Sell	4,175 -129	-3%	-$14.7K	0.05%	351
2022 Q4	$441K	Buy	4,304 +127	+3%	+$13.1K	0.05%	356
2022 Q3	$374K	Sell	4,177 -86	-2%	-$8.86K	0.05%	364
2022 Q2	$507K	Buy	4,263 +17	+0.4%	+$2.16K	0.07%	299
2022 Q1	$577K	Buy	4,246 +1	+0%	+$123	0.06%	306
2021 Q4	$484K	Sell	4,245 -47	-1%	-$5.56K	0.05%	354
2021 Q3	$490K	Sell	4,292 -49	-1%	-$5.82K	0.06%	319
2021 Q2	$506K	Buy	4,341 +33	+0.8%	+$3.81K	0.08%	272
2021 Q1	$444K	Buy	+4,308	New	+$413K	0.09%	269

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Baker Tilly Wealth Management's CINF Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Cincinnati Financial (CINF) in Q3 2023, closing a stake of 3,711 shares — an estimated $361K sold.

Baker Tilly Wealth Management first reported a position in CINF in Q1 2021 and held it in 10 quarters. The position peaked at $577K in Q1 2022. 705 funds tracked by Wall St. Rank hold CINF as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Cincinnati Financial position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,711 Cincinnati Financial shares in Q3 2023, an estimated $361K.
Baker Tilly Wealth Management first reported a position in Cincinnati Financial in Q1 2021 and held it in 10 quarters.
Baker Tilly Wealth Management's Cincinnati Financial position peaked at $577K in Q1 2022.
705 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.