BerganKDV Wealth Management’s Cincinnati Financial CINF Stock Holding History

BerganKDV 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 Q2	–	Sell	-14	Closed	-$1.62K	–	904
2023 Q1	$1.62K	Sell	14 -1	-7%	-$114	﹤0.01%	853
2022 Q4	$1.58K	Hold	15	–	–	﹤0.01%	827
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	868
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	812
2022 Q1	$2K	Sell	15 -28	-65%	-$3.44K	﹤0.01%	841
2021 Q4	$5K	Hold	43	–	–	﹤0.01%	770
2021 Q3	$5K	Buy	43 +28	+187%	+$3.32K	﹤0.01%	741
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	800
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	766
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	839
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	775
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	833
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	802
2019 Q4	$2K	Buy	+15	New	+$1.64K	﹤0.01%	759

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

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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BerganKDV Wealth Management's CINF Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Cincinnati Financial (CINF) in Q2 2023, closing a stake of 14 shares — an estimated $1.62K sold.

BerganKDV Wealth Management first reported a position in CINF in Q4 2019 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 706 funds tracked by Wall St. Rank hold CINF as of Q2 2023.

BerganKDV Wealth Management reported no remaining Cincinnati Financial position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 14 Cincinnati Financial shares in Q2 2023, an estimated $1.62K.
BerganKDV Wealth Management first reported a position in Cincinnati Financial in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Cincinnati Financial position peaked at $5K in Q4 2021.
706 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.