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Fortis Advisors’s Cincinnati Financial CINF Stock Holding History

Fortis Advisors’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
Q4 		– Sell
-783
Closed -$70K – 262
2022
Q3 		$70K Hold
783
– – 0.05% 146
2022
Q2 		$93K Hold
783
– – 0.06% 134
2022
Q1 		$106K Buy
+783
New +$96.2K 0.06% 153

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 $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortis Advisors's CINF Position: Q4 2022 in Review

Fortis Advisors sold out of Cincinnati Financial (CINF) in Q4 2022, closing a stake of 783 shares — an estimated $70K sold.

Fortis Advisors first reported a position in CINF in Q1 2022 and held it in 3 quarters. The position peaked at $106K in Q1 2022. 677 funds tracked by Wall St. Rank hold CINF as of Q4 2022.

  • Fortis Advisors reported no remaining Cincinnati Financial position as of Q4 2022 after selling out during the quarter.
  • Fortis Advisors sold 783 Cincinnati Financial shares in Q4 2022, an estimated $70K.
  • Fortis Advisors first reported a position in Cincinnati Financial in Q1 2022 and held it in 3 quarters.
  • Fortis Advisors's Cincinnati Financial position peaked at $106K in Q1 2022.
  • 677 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2022.

Based on Fortis Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.