Tarbox Family Office’s Cincinnati Financial CINF Stock Holding History

Tarbox Family Office’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	-70	Closed	-$7K	–	1155
2021 Q1	$7K	Hold	70	–	–	﹤0.01%	466
2020 Q4	$6K	Buy	+70	New	+$5.59K	﹤0.01%	477
2020 Q2	–	Sell	-12	Closed	-$1K	–	1175
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	818
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	946
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	887
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	912
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	556
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	547
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	565
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	553
2018 Q1	$1K	Buy	+12	New	+$897	﹤0.01%	563

Other funds holding CINF

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Geode Capital Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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