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Dechtman Wealth Management’s Cincinnati Financial CINF Stock Holding History

Dechtman 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
2024
Q4 		$292K Buy
2,031
+12
+0.6% +$1.75K 0.06% 54
2024
Q3 		$275K Buy
2,019
+26
+1% +$3.36K 0.06% 54
2024
Q2 		$235K Buy
1,993
+14
+0.7% +$1.64K 0.05% 56
2024
Q1 		$246K Buy
+1,979
New +$223K 0.06% 56

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dechtman Wealth Management's CINF Position: Q4 2024 in Review

Dechtman Wealth Management increased its Cincinnati Financial (CINF) stake by 0.59% in Q4 2024, buying an estimated $1.75K and bringing the position to 2,031 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #54.

Dechtman Wealth Management first reported a position in CINF in Q1 2024 and has held it in 4 quarters since. 843 funds tracked by Wall St. Rank hold CINF as of Q4 2024.

  • Dechtman Wealth Management held 2,031 shares of Cincinnati Financial worth $292K as of Q4 2024.
  • Dechtman Wealth Management bought 12 Cincinnati Financial shares in Q4 2024, an estimated $1.75K.
  • Cincinnati Financial made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Dechtman Wealth Management first reported a position in Cincinnati Financial in Q1 2024 and has held it in 4 quarters since.
  • 843 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.