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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return