Tradition Wealth Management’s Cincinnati Financial CINF Stock Holding History

Tradition 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 Q1	–	Sell	-724	Closed	-$75K	–	523
2023 Q4	$75K	Buy	724 +5	+0.7%	+$507	0.01%	537
2023 Q3	$74K	Buy	719 +11	+2%	+$1.15K	0.01%	510
2023 Q2	$69K	Buy	708 +5	+0.7%	+$517	0.01%	545
2023 Q1	$79K	Buy	703 +4	+0.6%	+$455	0.01%	502
2022 Q4	$72K	Buy	699 +5	+0.7%	+$515	0.01%	446
2022 Q3	$62K	Buy	+694	New	+$71.5K	0.01%	464

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

LCOV

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's CINF Position: Q1 2024 in Review

Tradition Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2024, closing a stake of 724 shares — an estimated $75K sold.

Tradition Wealth Management first reported a position in CINF in Q3 2022 and held it in 6 quarters. The position peaked at $79K in Q1 2023. 759 funds tracked by Wall St. Rank hold CINF as of Q1 2024.

Tradition Wealth Management reported no remaining Cincinnati Financial position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 724 Cincinnati Financial shares in Q1 2024, an estimated $75K.
Tradition Wealth Management first reported a position in Cincinnati Financial in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Cincinnati Financial position peaked at $79K in Q1 2023.
759 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.