Baystate Wealth Management’s Cincinnati Financial CINF Stock Holding History

Baystate 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 Q4	$8.58K	Sell	82 -50	-38%	-$5.08K	﹤0.01%	760
2023 Q3	$13.5K	Buy	132 +51	+63%	+$5.33K	﹤0.01%	526
2023 Q2	$7.96K	Hold	81	–	–	﹤0.01%	616
2023 Q1	$9.1K	Sell	81 -9	-10%	-$1.02K	﹤0.01%	583
2022 Q4	$9K	Buy	90 +10	+13%	+$1.03K	﹤0.01%	584
2022 Q3	$7K	Buy	80 +1	+1%	+$103	﹤0.01%	593
2022 Q2	$9K	Hold	79	–	–	﹤0.01%	576
2022 Q1	$11K	Buy	79 +1	+1%	+$123	﹤0.01%	559
2021 Q4	$9K	Hold	78	–	–	﹤0.01%	586
2021 Q3	$9K	Hold	78	–	–	﹤0.01%	533
2021 Q2	$9K	Buy	+78	New	+$9.01K	﹤0.01%	508
2019 Q3	–	Sell	-13	Closed	-$1K	–	585
2019 Q2	$1K	Buy	+13	New	+$1.25K	﹤0.01%	548

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Baystate Wealth Management's CINF Position: Q4 2023 in Review

Baystate Wealth Management reduced its Cincinnati Financial (CINF) stake by 38% in Q4 2023, selling an estimated $5.08K and leaving 82 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Baystate Wealth Management first reported a position in CINF in Q2 2019 and has held it in 12 quarters since. The position peaked at $13.5K in Q3 2023. 743 funds tracked by Wall St. Rank hold CINF as of Q4 2023.

Baystate Wealth Management held 82 shares of Cincinnati Financial worth $8.58K as of Q4 2023.
Baystate Wealth Management sold 50 Cincinnati Financial shares in Q4 2023, an estimated $5.08K.
Cincinnati Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #760 holding.
Baystate Wealth Management first reported a position in Cincinnati Financial in Q2 2019 and has held it in 12 quarters since.
Baystate Wealth Management's Cincinnati Financial position peaked at $13.5K in Q3 2023.
743 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.