IWS
CINF icon

Insight Wealth Strategies’s Cincinnati Financial CINF Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-2,943
Closed -$303K – 194
2021
Q1 		$303K Sell
2,943
-263
-8% -$25.2K 0.04% 175
2020
Q4 		$280K Sell
3,206
-467
-13% -$37.3K 0.05% 176
2020
Q3 		$286K Sell
3,673
-1,082
-23% -$83.8K 0.05% 149
2020
Q2 		$304K Buy
4,755
+96
+2% +$6.34K 0.07% 127
2020
Q1 		$352K Buy
4,659
+208
+5% +$20.7K 0.09% 105
2019
Q4 		$468K Buy
4,451
+1,291
+41% +$141K 0.1% 133
2019
Q3 		$369K Buy
3,160
+810
+34% +$89.1K 0.09% 141
2019
Q2 		$244K Buy
+2,350
New +$226K 0.06% 146

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return