National Wealth Management Group’s Cincinnati Financial CINF Stock Holding History

National Wealth Management Group’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
2024 Q2	–	Sell	-2,169	Closed	-$269K	–	136
2024 Q1	$269K	Sell	2,169 -1	-0%	-$113	0.21%	114
2023 Q4	$225K	Buy	2,170 +1	+0%	+$101	0.22%	122
2023 Q3	$222K	Hold	2,169	–	–	0.24%	113
2023 Q2	$235K	Buy	2,169 +4	+0.2%	+$413	0.24%	114
2023 Q1	$224K	Buy	2,165 +209	+11%	+$23.8K	0.26%	120
2022 Q4	$200K	Buy	+1,956	New	+$202K	0.24%	129
2022 Q3	–	Sell	-1,963	Closed	-$234K	–	127
2022 Q2	$234K	Hold	1,963	–	–	0.29%	93
2022 Q1	$267K	Buy	1,963 +3	+0.2%	+$369	0.26%	92
2021 Q4	$223K	Buy	+1,960	New	+$232K	0.21%	110

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Wealth Management Group's CINF Position: Q2 2024 in Review

National Wealth Management Group sold out of Cincinnati Financial (CINF) in Q2 2024, closing a stake of 2,169 shares — an estimated $269K sold.

National Wealth Management Group first reported a position in CINF in Q4 2021 and held it in 9 quarters. The position peaked at $269K in Q1 2024. 751 funds tracked by Wall St. Rank hold CINF as of Q2 2024.

National Wealth Management Group reported no remaining Cincinnati Financial position as of Q2 2024 after selling out during the quarter.
National Wealth Management Group sold 2,169 Cincinnati Financial shares in Q2 2024, an estimated $269K.
National Wealth Management Group first reported a position in Cincinnati Financial in Q4 2021 and held it in 9 quarters.
National Wealth Management Group's Cincinnati Financial position peaked at $269K in Q1 2024.
751 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.