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Lumature Wealth Partners’s Cincinnati Financial CINF Stock Holding History

Lumature Wealth Partners’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
Q2 		$217K Sell
2,229
-1
-0% -$103 0.13% 154
2023
Q1 		$250K Buy
2,230
+94
+4% +$10.7K 0.14% 132
2022
Q4 		$219K Sell
2,136
-64
-3% -$6.59K 0.12% 140
2022
Q3 		$197K Buy
2,200
+149
+7% +$15.3K 0.11% 155
2022
Q2 		$244K Buy
2,051
+92
+5% +$11.7K 0.11% 138
2022
Q1 		$266K Buy
+1,959
New +$241K 0.11% 131

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lumature Wealth Partners's CINF Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Cincinnati Financial (CINF) stake by 0.04% in Q2 2023, selling an estimated $103 and leaving 2,229 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #154.

Lumature Wealth Partners first reported a position in CINF in Q1 2022 and has held it in 6 quarters since. The position peaked at $266K in Q1 2022. 707 funds tracked by Wall St. Rank hold CINF as of Q2 2023.

  • Lumature Wealth Partners held 2,229 shares of Cincinnati Financial worth $217K as of Q2 2023.
  • Lumature Wealth Partners sold 1 Cincinnati Financial share in Q2 2023, an estimated $103.
  • Cincinnati Financial made up 0.13% of Lumature Wealth Partners's portfolio in Q2 2023, its #154 holding.
  • Lumature Wealth Partners first reported a position in Cincinnati Financial in Q1 2022 and has held it in 6 quarters since.
  • Lumature Wealth Partners's Cincinnati Financial position peaked at $266K in Q1 2022.
  • 707 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.