Liberty Wealth Management’s Cincinnati Financial CINF Stock Holding History

Liberty 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
2021 Q4	–	Sell	-211	Closed	-$24K	–	323
2021 Q3	$24K	Buy	211 +1	+0.5%	+$119	0.01%	597
2021 Q2	$25K	Buy	210 +1	+0.5%	+$115	0.01%	460
2021 Q1	$18K	Hold	209	–	–	0.01%	477
2020 Q4	$18K	Buy	209 +3	+1%	+$239	0.01%	473
2020 Q3	$16K	Buy	206 +2	+1%	+$155	0.01%	433
2020 Q2	$13K	Buy	204 +1	+0.5%	+$66	0.01%	445
2020 Q1	$15K	Sell	203 -33	-14%	-$3.29K	0.01%	401
2019 Q4	$25K	Buy	236 +36	+18%	+$3.94K	0.02%	379
2019 Q3	$23K	Buy	200 +1	+0.5%	+$110	0.02%	377
2019 Q2	$21K	Buy	199 +1	+0.5%	+$96	0.02%	398
2019 Q1	$17K	Buy	198 +1	+0.5%	+$83	0.01%	364
2018 Q4	$15K	Buy	+197	New	+$15.3K	0.01%	361

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return