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Milestone Investment Advisors’s Cincinnati Financial CINF Stock Holding History

Milestone Investment 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
Q4 		– Sell
-975
Closed -$99.7K – 185
2023
Q3 		$99.7K Buy
+975
New +$102K 0.03% 146
2023
Q2 		– Sell
-975
Closed -$109K – 180
2023
Q1 		$109K Buy
+975
New +$111K 0.03% 137

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Investment Advisors's CINF Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Cincinnati Financial (CINF) in Q4 2023, closing a stake of 975 shares — an estimated $99.7K sold.

Milestone Investment Advisors first reported a position in CINF in Q1 2023 and held it in 2 quarters. The position peaked at $109K in Q1 2023. 742 funds tracked by Wall St. Rank hold CINF as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Cincinnati Financial position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 975 Cincinnati Financial shares in Q4 2023, an estimated $99.7K.
  • Milestone Investment Advisors first reported a position in Cincinnati Financial in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Cincinnati Financial position peaked at $109K in Q1 2023.
  • 742 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.