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Baldwin Wealth Partners’s Cincinnati Financial CINF Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-185
Closed -$25.2K – 373
2024
Q3 		$25.2K Buy
185
+21
+13% +$2.72K ﹤0.01% 662
2024
Q2 		$19.4K Sell
164
-250
-60% -$29.3K ﹤0.01% 466
2024
Q1 		$51.5K Sell
414
-50
-11% -$5.64K ﹤0.01% 365
2023
Q4 		$48K Sell
464
-4,584
-91% -$465K ﹤0.01% 380
2023
Q3 		$516K Sell
5,048
-1,631
-24% -$171K 0.04% 144
2023
Q2 		$650K Sell
6,679
-54
-0.8% -$5.58K 0.05% 135
2023
Q1 		$755K Buy
6,733
+385
+6% +$43.8K 0.07% 125
2022
Q4 		$650K Buy
+6,348
New +$654K 0.06% 136

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Wealth Partners's CINF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Cincinnati Financial (CINF) in Q4 2024, closing a stake of 185 shares — an estimated $25.2K sold.

Baldwin Wealth Partners first reported a position in CINF in Q4 2022 and held it in 8 quarters. The position peaked at $755K in Q1 2023. 842 funds tracked by Wall St. Rank hold CINF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Cincinnati Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 185 Cincinnati Financial shares in Q4 2024, an estimated $25.2K.
  • Baldwin Wealth Partners first reported a position in Cincinnati Financial in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Cincinnati Financial position peaked at $755K in Q1 2023.
  • 842 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.