Connectus Wealth’s Cincinnati Financial CINF Stock Holding History

Connectus Wealth’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 Q1	$753K	Hold	6,062	–	–	0.02%	257
2023 Q4	$627K	Hold	6,062	–	–	0.01%	388
2023 Q3	$620K	Hold	6,062	–	–	0.01%	370
2023 Q2	$590K	Hold	6,062	–	–	0.01%	333
2023 Q1	$679K	Sell	6,062 -2,735	-31%	-$311K	0.02%	316
2022 Q4	$901K	Hold	8,797	–	–	0.02%	296
2022 Q3	$788K	Buy	+8,797	New	+$906K	0.02%	359

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connectus Wealth's CINF Position: Q1 2024 in Review

Connectus Wealth held its Cincinnati Financial (CINF) position steady in Q1 2024 at 6,062 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #257.

Connectus Wealth first reported a position in CINF in Q3 2022 and has held it in 7 quarters since. The position peaked at $901K in Q4 2022. 759 funds tracked by Wall St. Rank hold CINF as of Q1 2024.

Connectus Wealth held 6,062 shares of Cincinnati Financial worth $753K as of Q1 2024.
Connectus Wealth left its Cincinnati Financial share count unchanged in Q1 2024.
Cincinnati Financial made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #257 holding.
Connectus Wealth first reported a position in Cincinnati Financial in Q3 2022 and has held it in 7 quarters since.
Connectus Wealth's Cincinnati Financial position peaked at $901K in Q4 2022.
759 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.