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LVW Advisors’s Cincinnati Financial CINF Stock Holding History

LVW Advisors’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 		– Sell
-2,008
Closed -$225K – 208
2023
Q1 		$225K Sell
2,008
-1,121
-36% -$128K 0.04% 211
2022
Q4 		$320K Sell
3,129
-251
-7% -$25.9K 0.07% 179
2022
Q3 		$303K Sell
3,380
-163
-5% -$16.8K 0.07% 172
2022
Q2 		$422K Sell
3,543
-157
-4% -$19.9K 0.09% 155
2022
Q1 		$503K Buy
3,700
+8
+0.2% +$983 0.09% 146
2021
Q4 		$421K Sell
3,692
-67
-2% -$7.92K 0.07% 165
2021
Q3 		$429K Buy
3,759
+90
+2% +$10.7K 0.07% 171
2021
Q2 		$428K Buy
3,669
+78
+2% +$9.01K 0.08% 161
2021
Q1 		$370K Buy
3,591
+1,261
+54% +$121K 0.07% 170
2020
Q4 		$204K Buy
+2,330
New +$186K 0.04% 195
2019
Q2 		– Sell
-6,392
Closed -$549K – 167
2019
Q1 		$549K Buy
6,392
+2,186
+52% +$180K 0.15% 94
2018
Q4 		$326K Sell
4,206
-11,020
-72% -$857K 0.11% 112
2018
Q3 		$1.17M Hold
15,226
– – 0.33% 58
2018
Q2 		$1.02M Sell
15,226
-495
-3% -$35.2K 0.32% 60
2018
Q1 		$1.17M Buy
15,721
+42
+0.3% +$3.14K 0.36% 55
2017
Q4 		$1.18M Buy
15,679
+4,432
+39% +$330K 0.34% 54
2017
Q3 		$861K Buy
+11,247
New +$855K 0.34% 57

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 $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

LVW Advisors's CINF Position: Q2 2023 in Review

LVW Advisors sold out of Cincinnati Financial (CINF) in Q2 2023, closing a stake of 2,008 shares — an estimated $225K sold.

LVW Advisors first reported a position in CINF in Q3 2017 and held it in 17 quarters. The position peaked at $1.18M in Q4 2017. 705 funds tracked by Wall St. Rank hold CINF as of Q2 2023.

  • LVW Advisors reported no remaining Cincinnati Financial position as of Q2 2023 after selling out during the quarter.
  • LVW Advisors sold 2,008 Cincinnati Financial shares in Q2 2023, an estimated $225K.
  • LVW Advisors first reported a position in Cincinnati Financial in Q3 2017 and held it in 17 quarters.
  • LVW Advisors's Cincinnati Financial position peaked at $1.18M in Q4 2017.
  • 705 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.