EWM
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Evercore Wealth Management’s Cincinnati Financial CINF Stock Holding History

Evercore 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
2017
Q1 		– Sell
-15
Closed -$1K – 991
2016
Q4 		$1K Sell
15
-1,672
-99% -$124K ﹤0.01% 968
2016
Q3 		$127K Hold
1,687
– – 0.01% 445
2016
Q2 		$126K Buy
1,687
+1,128
+202% +$76.5K 0.01% 427
2016
Q1 		$37K Buy
+559
New +$34K ﹤0.01% 625
2015
Q3 		– Sell
-148
Closed -$7K – 962
2015
Q2 		$7K Buy
+148
New +$7.63K ﹤0.01% 955

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return