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Kathleen S. Wright Associates’s Cincinnati Financial CINF Stock Holding History

Kathleen S. Wright Associates’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
2023
Q3 		– Sell
-48
Closed -$4.67K – 195
2023
Q2 		$4.67K Hold
48
– – ﹤0.01% 151
2023
Q1 		$5.38K Hold
48
– – ﹤0.01% 147
2022
Q4 		$5K Hold
48
– – ﹤0.01% 177
2022
Q3 		$4K Buy
+48
New +$4.95K ﹤0.01% 165

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Kathleen S. Wright Associates's CINF Position: Q3 2023 in Review

Kathleen S. Wright Associates sold out of Cincinnati Financial (CINF) in Q3 2023, closing a stake of 48 shares — an estimated $4.67K sold.

Kathleen S. Wright Associates first reported a position in CINF in Q3 2022 and held it in 4 quarters. The position peaked at $5.38K in Q1 2023. 705 funds tracked by Wall St. Rank hold CINF as of Q3 2023.

  • Kathleen S. Wright Associates reported no remaining Cincinnati Financial position as of Q3 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 48 Cincinnati Financial shares in Q3 2023, an estimated $4.67K.
  • Kathleen S. Wright Associates first reported a position in Cincinnati Financial in Q3 2022 and held it in 4 quarters.
  • Kathleen S. Wright Associates's Cincinnati Financial position peaked at $5.38K in Q1 2023.
  • 705 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2023, filed 23 Oct 2023.