PCS
CINF icon

Personal CFO Solutions’s Cincinnati Financial CINF Stock Holding History

Personal CFO Solutions’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
-2,724
Closed -$279K – 520
2023
Q3 		$279K Buy
2,724
+37
+1% +$3.87K 0.06% 341
2023
Q2 		$261K Buy
2,687
+67
+3% +$6.92K 0.05% 367
2023
Q1 		$294K Buy
2,620
+78
+3% +$8.87K 0.06% 318
2022
Q4 		$260K Sell
2,542
-473
-16% -$48.7K 0.06% 341
2022
Q3 		$270K Buy
3,015
+116
+4% +$11.9K 0.07% 272
2022
Q2 		$345K Sell
2,899
-81
-3% -$10.3K 0.08% 236
2022
Q1 		$405K Buy
2,980
+56
+2% +$6.88K 0.08% 239
2021
Q4 		$333K Buy
2,924
+988
+51% +$117K 0.06% 292
2021
Q3 		$221K Sell
1,936
-364
-16% -$43.2K 0.05% 397
2021
Q2 		$268K Buy
+2,300
New +$266K 0.05% 325

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal CFO Solutions's CINF Position: Q4 2023 in Review

Personal CFO Solutions sold out of Cincinnati Financial (CINF) in Q4 2023, closing a stake of 2,724 shares — an estimated $279K sold.

Personal CFO Solutions first reported a position in CINF in Q2 2021 and held it in 10 quarters. The position peaked at $405K in Q1 2022. 743 funds tracked by Wall St. Rank hold CINF as of Q4 2023.

  • Personal CFO Solutions reported no remaining Cincinnati Financial position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 2,724 Cincinnati Financial shares in Q4 2023, an estimated $279K.
  • Personal CFO Solutions first reported a position in Cincinnati Financial in Q2 2021 and held it in 10 quarters.
  • Personal CFO Solutions's Cincinnati Financial position peaked at $405K in Q1 2022.
  • 743 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.