Curi Wealth Management’s Cincinnati Financial CINF Stock Holding History

Curi 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
2022 Q3	–	Sell	-156	Closed	-$19K	–	283
2022 Q2	$19K	Hold	156	–	–	﹤0.01%	309
2022 Q1	$21K	Buy	156 +153	+5,100%	+$18.8K	﹤0.01%	274
2021 Q4	$0	Buy	+3	New	+$355	﹤0.01%	500
2021 Q1	–	Sell	-3	Closed	–	–	167
2020 Q4	$0	Buy	+3	New	+$239	﹤0.01%	406

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

Curi Wealth Management's CINF Position: Q3 2022 in Review

Curi Wealth Management sold out of Cincinnati Financial (CINF) in Q3 2022, closing a stake of 156 shares — an estimated $19K sold.

Curi Wealth Management first reported a position in CINF in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q1 2022. 650 funds tracked by Wall St. Rank hold CINF as of Q3 2022.

Curi Wealth Management reported no remaining Cincinnati Financial position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 156 Cincinnati Financial shares in Q3 2022, an estimated $19K.
Curi Wealth Management first reported a position in Cincinnati Financial in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Cincinnati Financial position peaked at $21K in Q1 2022.
650 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.