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Halpern Financial’s Cincinnati Financial CINF Stock Holding History

Halpern Financial’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
Q3 		– Sell
-54
Closed -$6.42K – 233
2022
Q2 		$6.42K Buy
+54
New +$6.86K ﹤0.01% 186
2021
Q4 		– Sell
-145
Closed -$16.6K – 256
2021
Q3 		$16.6K Buy
+145
New +$17.2K 0.01% 136

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Halpern Financial's CINF Position: Q3 2022 in Review

Halpern Financial sold out of Cincinnati Financial (CINF) in Q3 2022, closing a stake of 54 shares — an estimated $6.42K sold.

Halpern Financial first reported a position in CINF in Q3 2021 and held it in 2 quarters. The position peaked at $16.6K in Q3 2021. 650 funds tracked by Wall St. Rank hold CINF as of Q3 2022.

  • Halpern Financial reported no remaining Cincinnati Financial position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 54 Cincinnati Financial shares in Q3 2022, an estimated $6.42K.
  • Halpern Financial first reported a position in Cincinnati Financial in Q3 2021 and held it in 2 quarters.
  • Halpern Financial's Cincinnati Financial position peaked at $16.6K in Q3 2021.
  • 650 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.