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UBP Investment Advisors’s Cincinnati Financial CINF Stock Holding History

UBP Investment 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
2022
Q3 		$320K Sell
3,522
-2,923
-45% -$301K 0.16% 74
2022
Q2 		$770K Sell
6,445
-2,152
-25% -$273K 0.31% 52
2022
Q1 		$480K Sell
8,597
-2,245
-21% -$276K 0.18% 75
2021
Q4 		$1.24M Buy
10,842
+109
+1% +$12.9K 0.45% 41
2021
Q3 		$1.23M Buy
10,733
+105
+1% +$12.5K 0.48% 38
2021
Q2 		$1.24M Buy
+10,628
New +$1.23M 0.46% 50

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBP Investment Advisors's CINF Position: Q3 2022 in Review

UBP Investment Advisors reduced its Cincinnati Financial (CINF) stake by 45% in Q3 2022, selling an estimated $301K and leaving 3,522 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #74.

UBP Investment Advisors first reported a position in CINF in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2021. 650 funds tracked by Wall St. Rank hold CINF as of Q3 2022.

  • UBP Investment Advisors held 3,522 shares of Cincinnati Financial worth $320K as of Q3 2022.
  • UBP Investment Advisors sold 2,923 Cincinnati Financial shares in Q3 2022, an estimated $301K.
  • Cincinnati Financial made up 0.16% of UBP Investment Advisors's portfolio in Q3 2022, its #74 holding.
  • UBP Investment Advisors first reported a position in Cincinnati Financial in Q2 2021 and has held it in 6 quarters since.
  • UBP Investment Advisors's Cincinnati Financial position peaked at $1.24M in Q4 2021.
  • 650 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.