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Heritage Wealth Management (Arizona)’s Cincinnati Financial CINF Stock Holding History

Heritage Wealth Management (Arizona)’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 		$819 Buy
8
+4
+100% +$412 ﹤0.01% 1036
2022
Q3 		$0 Buy
+4
New +$412 ﹤0.01% 1023
2021
Q2 		– Sell
-619
Closed -$64K – 900
2021
Q1 		$64K Buy
+619
New +$59.3K 0.04% 325

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

Heritage Wealth Management (Arizona)'s CINF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Cincinnati Financial (CINF) stake by 100% in Q4 2022, buying an estimated $412 and bringing the position to 8 shares worth $819. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Heritage Wealth Management (Arizona) first reported a position in CINF in Q1 2021 and has held it in 3 quarters since. The position peaked at $64K in Q1 2021. 677 funds tracked by Wall St. Rank hold CINF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 8 shares of Cincinnati Financial worth $819 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 4 Cincinnati Financial shares in Q4 2022, an estimated $412.
  • Cincinnati Financial made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1036 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Cincinnati Financial in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Cincinnati Financial position peaked at $64K in Q1 2021.
  • 677 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.