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Simon Quick Advisors’s Cincinnati Financial CINF Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-1,734
Closed -$256K – 409
2025
Q1 		$256K Buy
1,734
+172
+11% +$24.2K 0.01% 483
2024
Q4 		$224K Buy
1,562
+74
+5% +$10.8K 0.01% 418
2024
Q3 		$203K Buy
+1,488
New +$192K 0.01% 404
2022
Q2 		– Sell
-717
Closed -$98K – 215
2022
Q1 		$98K Buy
717
+3
+0.4% +$369 0.03% 146
2021
Q4 		$81K Sell
714
-241
-25% -$28.5K 0.02% 181
2021
Q3 		$109K Buy
955
+249
+35% +$29.6K 0.03% 160
2021
Q2 		$82K Buy
706
+4
+0.6% +$462 0.02% 172
2021
Q1 		$72K Hold
702
– – 0.02% 182
2020
Q4 		$61K Buy
+702
New +$56K 0.02% 188
2020
Q1 		– Sell
-32
Closed -$3K – 511
2019
Q4 		$3K Buy
+32
New +$3.5K ﹤0.01% 534

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return