Berman Capital Advisors’s Cincinnati Financial CINF Stock Holding History

Berman Capital Advisors’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
2021 Q3	$95K	Buy	837 +407	+95%	+$48.3K	0.01%	455
2021 Q2	$50K	Buy	430 +39	+10%	+$4.5K	0.01%	573
2021 Q1	$40K	Hold	391	–	–	0.01%	557
2020 Q4	$34K	Hold	391	–	–	0.01%	505
2020 Q3	$30K	Buy	391 +202	+107%	+$15.6K	0.01%	471
2020 Q2	$11K	Sell	189 -172	-48%	-$11.4K	﹤0.01%	716
2020 Q1	$26K	Buy	361 +133	+58%	+$13.3K	0.01%	430
2019 Q4	$23K	Hold	228	–	–	0.01%	489
2019 Q3	$26K	Hold	228	–	–	0.01%	430
2019 Q2	$23K	Sell	228 -7	-3%	-$672	0.01%	473
2019 Q1	$20K	Sell	235 -253	-52%	-$20.9K	0.01%	452
2018 Q4	$37K	Buy	+488	New	+$37.9K	0.01%	284

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's CINF Position: Q3 2021 in Review

Berman Capital Advisors increased its Cincinnati Financial (CINF) stake by 95% in Q3 2021, buying an estimated $48.3K and bringing the position to 837 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #455.

Berman Capital Advisors first reported a position in CINF in Q4 2018 and has held it in 12 quarters since. 645 funds tracked by Wall St. Rank hold CINF as of Q3 2021.

Berman Capital Advisors held 837 shares of Cincinnati Financial worth $95K as of Q3 2021.
Berman Capital Advisors bought 407 Cincinnati Financial shares in Q3 2021, an estimated $48.3K.
Cincinnati Financial made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #455 holding.
Berman Capital Advisors first reported a position in Cincinnati Financial in Q4 2018 and has held it in 12 quarters since.
645 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.