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 $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Liberty Wealth Management's CINF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Cincinnati Financial (CINF) in Q4 2021, closing a stake of 211 shares — an estimated $24K sold.

Liberty Wealth Management first reported a position in CINF in Q4 2018 and held it in 12 quarters. The position peaked at $25K in Q2 2021. 688 funds tracked by Wall St. Rank hold CINF as of Q4 2021.

Liberty Wealth Management reported no remaining Cincinnati Financial position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 211 Cincinnati Financial shares in Q4 2021, an estimated $24K.
Liberty Wealth Management first reported a position in Cincinnati Financial in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Cincinnati Financial position peaked at $25K in Q2 2021.
688 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.