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Selective Wealth Management’s Cincinnati Financial CINF Stock Holding History

Selective Wealth Management’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
Q2 		– Sell
-250
Closed -$26K – 507
2021
Q1 		$26K Hold
250
– – 0.02% 174
2020
Q4 		$22K Hold
250
– – 0.01% 175
2020
Q3 		$19K Hold
250
– – 0.01% 159
2020
Q2 		$16K Buy
+250
New +$16.5K 0.01% 194

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

Selective Wealth Management's CINF Position: Q2 2021 in Review

Selective Wealth Management sold out of Cincinnati Financial (CINF) in Q2 2021, closing a stake of 250 shares — an estimated $26K sold.

Selective Wealth Management first reported a position in CINF in Q2 2020 and held it in 4 quarters. The position peaked at $26K in Q1 2021. 633 funds tracked by Wall St. Rank hold CINF as of Q2 2021.

  • Selective Wealth Management reported no remaining Cincinnati Financial position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 250 Cincinnati Financial shares in Q2 2021, an estimated $26K.
  • Selective Wealth Management first reported a position in Cincinnati Financial in Q2 2020 and held it in 4 quarters.
  • Selective Wealth Management's Cincinnati Financial position peaked at $26K in Q1 2021.
  • 633 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.