Clear Perspectives Financial Planning’s Cincinnati Financial CINF Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$73.4K	Hold	655	–	–	0.04%	59
2022 Q4	$67.1K	Hold	655	–	–	0.04%	66
2022 Q3	$59K	Hold	655	–	–	0.03%	76
2022 Q2	$78K	Hold	655	–	–	0.03%	73
2022 Q1	$89K	Hold	655	–	–	0.03%	72
2021 Q4	$75K	Hold	655	–	–	0.03%	85
2021 Q3	$75K	Hold	655	–	–	0.03%	84
2021 Q2	$76K	Hold	655	–	–	0.04%	83
2021 Q1	$68K	Sell	655 -1,100	-63%	-$105K	0.04%	78
2020 Q4	$153K	Buy	+1,755	New	+$140K	0.1%	57

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

Clear Perspectives Financial Planning's CINF Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Cincinnati Financial (CINF) position steady in Q1 2023 at 655 shares worth $73.4K. The position accounts for 0.04% of the portfolio, ranked #59.

Clear Perspectives Financial Planning first reported a position in CINF in Q4 2020 and has held it in 10 quarters since. The position peaked at $153K in Q4 2020. 713 funds tracked by Wall St. Rank hold CINF as of Q1 2023.

Clear Perspectives Financial Planning held 655 shares of Cincinnati Financial worth $73.4K as of Q1 2023.
Clear Perspectives Financial Planning left its Cincinnati Financial share count unchanged in Q1 2023.
Cincinnati Financial made up 0.04% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #59 holding.
Clear Perspectives Financial Planning first reported a position in Cincinnati Financial in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Cincinnati Financial position peaked at $153K in Q4 2020.
713 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.