Sugarloaf Wealth Management’s Cincinnati Financial CINF Stock Holding History

Sugarloaf 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
2024 Q4	$250K	Hold	1,740	–	–	0.05%	141
2024 Q3	$237K	Hold	1,740	–	–	0.04%	138
2024 Q2	$205K	Hold	1,740	–	–	0.04%	143
2024 Q1	$216K	Hold	1,740	–	–	0.04%	139
2023 Q4	$180K	Hold	1,740	–	–	0.04%	148
2023 Q3	$178K	Hold	1,740	–	–	0.05%	141
2023 Q2	$169K	Sell	1,740 -42	-2%	-$4.34K	0.04%	154
2023 Q1	$200K	Hold	1,782	–	–	0.05%	133
2022 Q4	$182K	Hold	1,782	–	–	0.05%	133
2022 Q3	$160K	Hold	1,782	–	–	0.04%	145
2022 Q2	$212K	Hold	1,782	–	–	0.05%	115
2022 Q1	$242K	Hold	1,782	–	–	0.06%	108
2021 Q4	$203K	Hold	1,782	–	–	0.05%	124
2021 Q3	$204K	Hold	1,782	–	–	0.05%	120
2021 Q2	$208K	Hold	1,782	–	–	0.06%	122
2021 Q1	$184	Hold	1,782	–	–	0.05%	131
2020 Q4	$156K	Hold	1,782	–	–	0.05%	130
2020 Q3	$139K	Hold	1,782	–	–	0.05%	135
2020 Q2	$114K	Sell	1,782 -300	-14%	-$19.8K	0.04%	150
2020 Q1	$157K	Hold	2,082	–	–	0.07%	118
2019 Q4	$219K	Buy	+2,082	New	+$228K	0.09%	112

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's CINF Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Cincinnati Financial (CINF) position steady in Q4 2024 at 1,740 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #141.

Sugarloaf Wealth Management first reported a position in CINF in Q4 2019 and has held it in 21 quarters since. 842 funds tracked by Wall St. Rank hold CINF as of Q4 2024.

Sugarloaf Wealth Management held 1,740 shares of Cincinnati Financial worth $250K as of Q4 2024.
Sugarloaf Wealth Management left its Cincinnati Financial share count unchanged in Q4 2024.
Cincinnati Financial made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #141 holding.
Sugarloaf Wealth Management first reported a position in Cincinnati Financial in Q4 2019 and has held it in 21 quarters since.
842 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.