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WealthPLAN Partners’s Cincinnati Financial CINF Stock Holding History

WealthPLAN Partners’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
2023
Q4 		– Sell
-2,282
Closed -$233K – 325
2023
Q3 		$233K Sell
2,282
-218
-9% -$22.8K 0.03% 283
2023
Q2 		$243K Hold
2,500
– – 0.03% 266
2023
Q1 		$280K Sell
2,500
-4,250
-63% -$483K 0.03% 262
2022
Q4 		$849K Buy
+6,750
New +$695K 0.06% 186
2022
Q1 		$831K Buy
6,777
+18
+0.3% +$2.21K 0.06% 189
2021
Q4 		$796K Sell
6,759
-589
-8% -$69.7K 0.05% 200
2021
Q3 		$865K Sell
7,348
-21,884
-75% -$2.6M 0.06% 183
2021
Q2 		$3.54M Sell
29,232
-67,624
-70% -$7.81M 0.25% 82
2021
Q1 		$11.3M Buy
96,856
+5,382
+6% +$516K 0.87% 36
2020
Q4 		$7.99M Buy
91,474
+10,288
+13% +$821K 0.68% 51
2020
Q3 		$6.74M Buy
81,186
+7,499
+10% +$581K 0.66% 56
2020
Q2 		$5.86M Buy
73,687
+9,459
+15% +$625K 0.61% 53
2020
Q1 		$3.24M Buy
64,228
+4,738
+8% +$472K 0.42% 64
2019
Q4 		$6.77M Buy
59,490
+4,399
+8% +$481K 0.8% 39
2019
Q3 		$5.97M Buy
55,091
+3,728
+7% +$410K 0.82% 39
2019
Q2 		$5.69M Sell
51,363
-8,539
-14% -$819K 0.86% 35
2019
Q1 		$5.78M Buy
59,902
+2,230
+4% +$184K 0.9% 30
2018
Q4 		$4.93M Buy
57,672
+8,845
+18% +$688K 0.79% 35
2018
Q3 		$3.9M Buy
48,827
+2,729
+6% +$203K 0.71% 38
2018
Q2 		$3.08M Buy
46,098
+12,256
+36% +$871K 0.63% 47
2018
Q1 		$2.51M Buy
33,842
+10,584
+46% +$792K 0.55% 48
2017
Q4 		$1.74M Buy
23,258
+4,375
+23% +$326K 0.47% 57
2017
Q3 		$1.45M Buy
18,883
+3,668
+24% +$279K 0.41% 58
2017
Q2 		$1.1M Buy
15,215
+15,045
+8,850% +$1.07M 0.32% 65
2017
Q1 		$12K Buy
+170
New +$12.3K 0.04% 243
2016
Q3 		$134K Sell
1,809
-1,364
-43% -$103K 0.04% 201
2016
Q2 		$121K Buy
+3,173
New +$215K 0.02% 547
2015
Q4 		$92.1K Buy
+4,659
New +$276K 0.02% 438

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's CINF Position: Q4 2023 in Review

WealthPLAN Partners sold out of Cincinnati Financial (CINF) in Q4 2023, closing a stake of 2,282 shares — an estimated $233K sold.

WealthPLAN Partners first reported a position in CINF in Q4 2015 and held it in 28 quarters. The position peaked at $11.3M in Q1 2021. 743 funds tracked by Wall St. Rank hold CINF as of Q4 2023.

  • WealthPLAN Partners reported no remaining Cincinnati Financial position as of Q4 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,282 Cincinnati Financial shares in Q4 2023, an estimated $233K.
  • WealthPLAN Partners first reported a position in Cincinnati Financial in Q4 2015 and held it in 28 quarters.
  • WealthPLAN Partners's Cincinnati Financial position peaked at $11.3M in Q1 2021.
  • 743 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.