Lockerman Financial Group’s Cincinnati Financial CINF Stock Holding History

Lockerman Financial Group’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
2024 Q4	–	Sell	-2,050	Closed	-$279K	–	105
2024 Q3	$279K	Hold	2,050	–	–	0.47%	80
2024 Q2	$242K	Hold	2,050	–	–	0.44%	90
2024 Q1	$255K	Hold	2,050	–	–	0.49%	77
2023 Q4	$212K	Hold	2,050	–	–	0.49%	80
2023 Q3	$210K	Buy	+2,050	New	+$214K	0.56%	73
2023 Q2	–	Sell	-2,050	Closed	-$230K	–	76
2023 Q1	$230K	Hold	2,050	–	–	0.63%	61
2022 Q4	$210K	Buy	+2,050	New	+$211K	0.61%	67
2022 Q3	–	Sell	-2,050	Closed	-$244K	–	64
2022 Q2	$244K	Hold	2,050	–	–	0.78%	48
2022 Q1	$279K	Hold	2,050	–	–	0.75%	41
2021 Q4	$234K	Buy	+2,050	New	+$242K	0.61%	54

Other funds holding CINF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lockerman Financial Group's CINF Position: Q4 2024 in Review

Lockerman Financial Group sold out of Cincinnati Financial (CINF) in Q4 2024, closing a stake of 2,050 shares — an estimated $279K sold.

Lockerman Financial Group first reported a position in CINF in Q4 2021 and held it in 10 quarters. The position peaked at $279K in Q3 2024. 842 funds tracked by Wall St. Rank hold CINF as of Q4 2024.

Lockerman Financial Group reported no remaining Cincinnati Financial position as of Q4 2024 after selling out during the quarter.
Lockerman Financial Group sold 2,050 Cincinnati Financial shares in Q4 2024, an estimated $279K.
Lockerman Financial Group first reported a position in Cincinnati Financial in Q4 2021 and held it in 10 quarters.
Lockerman Financial Group's Cincinnati Financial position peaked at $279K in Q3 2024.
842 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2024.

Based on Lockerman Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.