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WealthShield Partners’s Cincinnati Financial CINF Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-1,907
Closed -$222K – 316
2021
Q2 		$222K Sell
1,907
-158
-8% -$18.2K 0.03% 248
2021
Q1 		$170K Buy
+2,065
New +$198K 0.03% 273
2020
Q2 		– Sell
-2,958
Closed -$223K – 324
2020
Q1 		$223K Sell
2,958
-3,223
-52% -$321K 0.14% 144
2019
Q4 		$650K Buy
6,181
+365
+6% +$39.9K 0.32% 67
2019
Q3 		$679K Buy
5,816
+1,191
+26% +$131K 0.36% 58
2019
Q2 		$479K Buy
4,625
+1,937
+72% +$186K 0.28% 84
2019
Q1 		$231K Buy
+2,688
New +$222K 0.13% 127

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BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
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 $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return