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Turtle Creek Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-19
Closed -$1.97K – 308
2023
Q4 		$1.97K Buy
+19
New +$1.93K ﹤0.01% 792

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Turtle Creek Wealth Advisors's CINF Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Cincinnati Financial (CINF) in Q1 2024, closing a stake of 19 shares — an estimated $1.97K sold.

Turtle Creek Wealth Advisors first reported a position in CINF in Q4 2023 and held it in 1 quarter. The position peaked at $1.97K in Q4 2023. 759 funds tracked by Wall St. Rank hold CINF as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Cincinnati Financial position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 19 Cincinnati Financial shares in Q1 2024, an estimated $1.97K.
  • Turtle Creek Wealth Advisors first reported a position in Cincinnati Financial in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Cincinnati Financial position peaked at $1.97K in Q4 2023.
  • 759 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.