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GWS
Glassman Wealth Services’s
Cincinnati Financial
CINF
Stock Holding History
Glassman Wealth Services’s Portfolio
CINF Stock Details
CINF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-33
Closed
-$3.41K
–
522
2023
Q4
$3.41K
Buy
33
+1
+3%
+$101
﹤0.01%
1180
2023
Q3
$3.27K
Hold
32
–
–
﹤0.01%
1189
2023
Q2
$3.11K
Buy
32
+2
+7%
+$207
﹤0.01%
1129
2023
Q1
$3.36K
Hold
30
–
–
﹤0.01%
1109
2022
Q4
$3.07K
Sell
30
-14
-32%
-$1.44K
﹤0.01%
1152
2022
Q3
$4K
Sell
44
-13
-23%
-$1.34K
﹤0.01%
1034
2022
Q2
$7K
Buy
57
+2
+4%
+$254
﹤0.01%
896
2022
Q1
$7K
Buy
55
+8
+17%
+$983
﹤0.01%
918
2021
Q4
$5K
Buy
47
+20
+74%
+$2.37K
﹤0.01%
970
2021
Q3
$3K
Buy
27
+9
+50%
+$1.07K
﹤0.01%
1062
2021
Q2
$2K
Buy
18
+13
+260%
+$1.5K
﹤0.01%
1121
2021
Q1
$1K
Buy
5
+2
+67%
+$192
﹤0.01%
1215
2020
Q4
$0
Hold
3
–
–
﹤0.01%
1373
2020
Q3
$0
Hold
3
–
–
﹤0.01%
1341
2020
Q2
$0
Sell
3
-18
-86%
-$1.19K
﹤0.01%
1261
2020
Q1
$2K
Buy
21
+10
+91%
+$996
﹤0.01%
686
2019
Q4
$1K
Buy
11
+4
+57%
+$437
﹤0.01%
875
2019
Q3
$1K
Buy
7
+4
+133%
+$440
﹤0.01%
802
2019
Q2
$0
Hold
3
–
–
﹤0.01%
1115
2019
Q1
$0
Buy
+3
New
+$248
﹤0.01%
1057
Other funds holding CINF
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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