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Lenox Wealth Management’s Cincinnati Financial CINF Stock Holding History

Lenox Wealth 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
Q2 		$404K Buy
6,265
+214
+4% +$14.1K 0.12% 98
2020
Q1 		$460K Buy
6,051
+211
+4% +$21K 0.16% 89
2019
Q4 		$617K Buy
5,840
+1,831
+46% +$200K 0.17% 90
2019
Q3 		$470K Buy
4,009
+2,594
+183% +$285K 0.14% 95
2019
Q2 		$147K Sell
1,415
-397
-22% -$38.1K 0.04% 155
2019
Q1 		$157K Sell
1,812
-768
-30% -$63.4K 0.05% 140
2018
Q4 		$201K Hold
2,580
– – 0.07% 117
2018
Q3 		$200K Hold
2,580
– – 0.06% 142
2018
Q2 		$174K Hold
2,580
– – 0.06% 145
2018
Q1 		$192K Sell
2,580
-2,652
-51% -$198K 0.06% 126
2017
Q4 		$395K Buy
5,232
+13
+0.2% +$968 0.12% 110
2017
Q3 		$402K Buy
5,219
+13
+0.2% +$988 0.14% 110
2017
Q2 		$380K Buy
5,206
+13
+0.3% +$922 0.15% 108
2017
Q1 		$375K Buy
5,193
+13
+0.3% +$942 0.27% 23
2016
Q4 		$392K Buy
5,180
+1,161
+29% +$86.4K 0.3% 14
2016
Q3 		$303K Buy
4,019
+163
+4% +$12.3K 0.24% 18
2016
Q2 		$289K Buy
3,856
+13
+0.3% +$882 0.21% 21
2016
Q1 		$251K Buy
3,843
+2,412
+169% +$147K 0.17% 25
2015
Q4 		$85K Hold
1,431
– – 0.07% 79
2015
Q3 		$77K Hold
1,431
– – 0.06% 62
2015
Q2 		$72K Hold
1,431
– – 0.05% 67
2015
Q1 		$76K Hold
1,431
– – 0.05% 69
2014
Q4 		$74K Hold
1,431
– – 0.05% 71
2014
Q3 		$67K Hold
1,431
– – 0.05% 76
2014
Q2 		$69K Hold
1,431
– – 0.05% 73
2014
Q1 		$70K Hold
1,431
– – 0.04% 80
2013
Q4 		$75K Buy
+1,431
New +$72.4K 0.05% 83

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lenox Wealth Management's CINF Position: Q2 2020 in Review

Lenox Wealth Management increased its Cincinnati Financial (CINF) stake by 3.5% in Q2 2020, buying an estimated $14.1K and bringing the position to 6,265 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #98.

Lenox Wealth Management first reported a position in CINF in Q4 2013 and has held it in 27 quarters since. The position peaked at $617K in Q4 2019. 543 funds tracked by Wall St. Rank hold CINF as of Q2 2020.

  • Lenox Wealth Management held 6,265 shares of Cincinnati Financial worth $404K as of Q2 2020.
  • Lenox Wealth Management bought 214 Cincinnati Financial shares in Q2 2020, an estimated $14.1K.
  • Cincinnati Financial made up 0.12% of Lenox Wealth Management's portfolio in Q2 2020, its #98 holding.
  • Lenox Wealth Management first reported a position in Cincinnati Financial in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Cincinnati Financial position peaked at $617K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.