Madison Wealth Management’s Cincinnati Financial CINF Stock Holding History

Madison 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
2023 Q3	$238K	Sell	2,322 -12	-0.5%	-$1.25K	0.05%	141
2023 Q2	$227K	Hold	2,334	–	–	0.05%	148
2023 Q1	$262K	Hold	2,334	–	–	0.06%	140
2022 Q4	$239K	Hold	2,334	–	–	0.05%	142
2022 Q3	$209K	Buy	2,334 +12	+0.5%	+$1.24K	0.05%	158
2022 Q2	$276K	Hold	2,322	–	–	0.07%	138
2022 Q1	$315K	Sell	2,322 -356	-13%	-$43.7K	0.07%	137
2021 Q4	$305K	Sell	2,678 -606	-18%	-$71.7K	0.06%	133
2021 Q3	$375K	Buy	+3,284	New	+$390K	0.08%	121

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Madison Wealth Management's CINF Position: Q3 2023 in Review

Madison Wealth Management reduced its Cincinnati Financial (CINF) stake by 0.51% in Q3 2023, selling an estimated $1.25K and leaving 2,322 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #141.

Madison Wealth Management first reported a position in CINF in Q3 2021 and has held it in 9 quarters since. The position peaked at $375K in Q3 2021. 705 funds tracked by Wall St. Rank hold CINF as of Q3 2023.

Madison Wealth Management held 2,322 shares of Cincinnati Financial worth $238K as of Q3 2023.
Madison Wealth Management sold 12 Cincinnati Financial shares in Q3 2023, an estimated $1.25K.
Cincinnati Financial made up 0.05% of Madison Wealth Management's portfolio in Q3 2023, its #141 holding.
Madison Wealth Management first reported a position in Cincinnati Financial in Q3 2021 and has held it in 9 quarters since.
Madison Wealth Management's Cincinnati Financial position peaked at $375K in Q3 2021.
705 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.