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First Trust Direct Indexing’s Cincinnati Financial CINF Stock Holding History

First Trust Direct Indexing’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 		– Sell
-3,744
Closed -$510K – 167
2024
Q3 		$510K Buy
3,744
+291
+8% +$37.6K 0.03% 540
2024
Q2 		$408K Buy
3,453
+1,148
+50% +$135K 0.03% 558
2024
Q1 		$286K Buy
2,305
+331
+17% +$37.3K 0.02% 627
2023
Q4 		$204K Buy
+1,974
New +$200K 0.02% 709
2023
Q3 		– Sell
-2,457
Closed -$239K – 706
2023
Q2 		$239K Sell
2,457
-212
-8% -$21.9K 0.03% 608
2023
Q1 		$299K Buy
2,669
+241
+10% +$27.4K 0.04% 542
2022
Q4 		$249K Buy
+2,428
New +$250K 0.03% 567

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Direct Indexing's CINF Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Cincinnati Financial (CINF) in Q4 2024, closing a stake of 3,744 shares — an estimated $510K sold.

First Trust Direct Indexing first reported a position in CINF in Q4 2022 and held it in 7 quarters. The position peaked at $510K in Q3 2024. 842 funds tracked by Wall St. Rank hold CINF as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Cincinnati Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,744 Cincinnati Financial shares in Q4 2024, an estimated $510K.
  • First Trust Direct Indexing first reported a position in Cincinnati Financial in Q4 2022 and held it in 7 quarters.
  • First Trust Direct Indexing's Cincinnati Financial position peaked at $510K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.