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Marcum Wealth’s Cincinnati Financial CINF Stock Holding History

Marcum Wealth’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
Q3 		– Sell
-3,748
Closed -$437K – 373
2021
Q2 		$437K Buy
3,748
+2
+0.1% +$231 0.07% 168
2021
Q1 		$386K Buy
+3,746
New +$359K 0.06% 177

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marcum Wealth's CINF Position: Q3 2021 in Review

Marcum Wealth sold out of Cincinnati Financial (CINF) in Q3 2021, closing a stake of 3,748 shares — an estimated $437K sold.

Marcum Wealth first reported a position in CINF in Q1 2021 and held it in 2 quarters. The position peaked at $437K in Q2 2021. 646 funds tracked by Wall St. Rank hold CINF as of Q3 2021.

  • Marcum Wealth reported no remaining Cincinnati Financial position as of Q3 2021 after selling out during the quarter.
  • Marcum Wealth sold 3,748 Cincinnati Financial shares in Q3 2021, an estimated $437K.
  • Marcum Wealth first reported a position in Cincinnati Financial in Q1 2021 and held it in 2 quarters.
  • Marcum Wealth's Cincinnati Financial position peaked at $437K in Q2 2021.
  • 646 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2021.

Based on Marcum Wealth's 13F filing for Q3 2021, filed 8 Nov 2021.