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Realta Investment Advisors’s Cincinnati Financial CINF Stock Holding History

Realta 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
2022
Q3 		– Sell
-2,319
Closed -$279K – 815
2022
Q2 		$279K Sell
2,319
-768
-25% -$97.5K 0.07% 286
2022
Q1 		$420K Sell
3,087
-4,921
-61% -$605K 0.08% 242
2021
Q4 		$912K Sell
8,008
-1,047
-12% -$124K 0.2% 124
2021
Q3 		$1.03M Buy
9,055
+103
+1% +$12.2K 0.24% 98
2021
Q2 		$1.04M Sell
8,952
-333
-4% -$38.4K 0.25% 101
2021
Q1 		$957K Buy
9,285
+1,506
+19% +$144K 0.25% 105
2020
Q4 		$680K Buy
7,779
+85
+1% +$6.78K 0.19% 124
2020
Q3 		$600K Buy
7,694
+401
+5% +$31.1K 0.2% 122
2020
Q2 		$467K Buy
7,293
+204
+3% +$13.5K 0.15% 177
2020
Q1 		$535K Sell
7,089
-221
-3% -$22K 0.23% 119
2019
Q4 		$777K Buy
7,310
+53
+0.7% +$5.79K 0.21% 107
2019
Q3 		$851K Buy
7,257
+2
+0% +$220 0.23% 91
2019
Q2 		$748K Buy
7,255
+195
+3% +$18.7K 0.21% 111
2019
Q1 		$609K Buy
+7,060
New +$583K 0.28% 114

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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Realta Investment Advisors's CINF Position: Q3 2022 in Review

Realta Investment Advisors sold out of Cincinnati Financial (CINF) in Q3 2022, closing a stake of 2,319 shares — an estimated $279K sold.

Realta Investment Advisors first reported a position in CINF in Q1 2019 and held it in 14 quarters. The position peaked at $1.04M in Q2 2021. 650 funds tracked by Wall St. Rank hold CINF as of Q3 2022.

  • Realta Investment Advisors reported no remaining Cincinnati Financial position as of Q3 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 2,319 Cincinnati Financial shares in Q3 2022, an estimated $279K.
  • Realta Investment Advisors first reported a position in Cincinnati Financial in Q1 2019 and held it in 14 quarters.
  • Realta Investment Advisors's Cincinnati Financial position peaked at $1.04M in Q2 2021.
  • 650 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2022.

Based on Realta Investment Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.