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Goelzer Investment Management’s Cincinnati Financial CINF Stock Holding History

Goelzer Investment 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
2020
Q4 		– Sell
-5,498
Closed -$429K – 204
2020
Q3 		$429K Buy
5,498
+136
+3% +$10.5K 0.04% 205
2020
Q2 		$343K Sell
5,362
-7,355
-58% -$486K 0.03% 205
2020
Q1 		$959K Sell
12,717
-7,997
-39% -$797K 0.11% 158
2019
Q4 		$2.18M Sell
20,714
-45
-0.2% -$4.92K 0.19% 135
2019
Q3 		$2.42M Sell
20,759
-200
-1% -$22K 0.22% 125
2019
Q2 		$2.17M Sell
20,959
-538
-3% -$51.6K 0.2% 138
2019
Q1 		$1.85M Buy
21,497
+12,779
+147% +$1.05M 0.18% 148
2018
Q4 		$675K Sell
8,718
-25
-0.3% -$1.94K 0.09% 155
2018
Q3 		$672K Sell
8,743
-175
-2% -$13K 0.07% 159
2018
Q2 		$596K Sell
8,918
-400
-4% -$28.4K 0.07% 159
2018
Q1 		$692K Sell
9,318
-380
-4% -$28.4K 0.08% 158
2017
Q4 		$727K Hold
9,698
– – 0.08% 159
2017
Q3 		$743K Hold
9,698
– – 0.09% 154
2017
Q2 		$703K Hold
9,698
– – 0.09% 151
2017
Q1 		$701K Sell
9,698
-225
-2% -$16.3K 0.09% 148
2016
Q4 		$752K Hold
9,923
– – 0.1% 151
2016
Q3 		$748K Sell
9,923
-100
-1% -$7.57K 0.1% 152
2016
Q2 		$751K Buy
10,023
+450
+5% +$30.5K 0.1% 151
2016
Q1 		$626K Sell
9,573
-1,365
-12% -$83.1K 0.09% 156
2015
Q4 		$647K Buy
10,938
+4,025
+58% +$238K 0.09% 159
2015
Q3 		$372K Sell
6,913
-500
-7% -$26.9K 0.06% 169
2015
Q2 		$372K Sell
7,413
-200
-3% -$10.3K 0.06% 171
2015
Q1 		$406K Hold
7,613
– – 0.06% 161
2014
Q4 		$395K Sell
7,613
-1,140
-13% -$57K 0.06% 165
2014
Q3 		$412K Buy
+8,753
New +$418K 0.07% 162

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goelzer Investment Management's CINF Position: Q4 2020 in Review

Goelzer Investment Management sold out of Cincinnati Financial (CINF) in Q4 2020, closing a stake of 5,498 shares — an estimated $429K sold.

Goelzer Investment Management first reported a position in CINF in Q3 2014 and held it in 25 quarters. The position peaked at $2.42M in Q3 2019. 572 funds tracked by Wall St. Rank hold CINF as of Q4 2020.

  • Goelzer Investment Management reported no remaining Cincinnati Financial position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 5,498 Cincinnati Financial shares in Q4 2020, an estimated $429K.
  • Goelzer Investment Management first reported a position in Cincinnati Financial in Q3 2014 and held it in 25 quarters.
  • Goelzer Investment Management's Cincinnati Financial position peaked at $2.42M in Q3 2019.
  • 572 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.