SWP
CINF icon

SIMA Wealth Partners’s Cincinnati Financial CINF Stock Holding History

SIMA Wealth Partners’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
2025
Q1 		– Sell
-55
Closed -$7.9K – 185
2024
Q4 		$7.9K Hold
55
– – 0.01% 149
2024
Q3 		$7.49K Sell
55
-155
-74% -$20K 0.01% 128
2024
Q2 		$24.8K Buy
+210
New +$24.6K 0.02% 104

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIMA Wealth Partners's CINF Position: Q1 2025 in Review

SIMA Wealth Partners sold out of Cincinnati Financial (CINF) in Q1 2025, closing a stake of 55 shares — an estimated $7.9K sold.

SIMA Wealth Partners first reported a position in CINF in Q2 2024 and held it in 3 quarters. The position peaked at $24.8K in Q2 2024. 858 funds tracked by Wall St. Rank hold CINF as of Q1 2025.

  • SIMA Wealth Partners reported no remaining Cincinnati Financial position as of Q1 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 55 Cincinnati Financial shares in Q1 2025, an estimated $7.9K.
  • SIMA Wealth Partners first reported a position in Cincinnati Financial in Q2 2024 and held it in 3 quarters.
  • SIMA Wealth Partners's Cincinnati Financial position peaked at $24.8K in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2025.

Based on SIMA Wealth Partners's 13F filing for Q1 2025, filed 15 Jun 2026.