WI
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Welch Investments’s Cincinnati Financial CINF Stock Holding History

Welch Investments’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
2017
Q4 		$4.77M Buy
63,636
+2,089
+3% +$156K 3.03% 22
2017
Q3 		$4.71M Buy
61,547
+3,077
+5% +$234K 3.25% 13
2017
Q2 		$4.24M Buy
58,470
+4,548
+8% +$323K 3.15% 19
2017
Q1 		$3.9M Buy
53,922
+4,093
+8% +$297K 3.09% 24
2016
Q4 		$3.77M Buy
+49,829
New +$3.71M 3.3% 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Welch Investments's CINF Position: Q4 2017 in Review

Welch Investments increased its Cincinnati Financial (CINF) stake by 3.4% in Q4 2017, buying an estimated $156K and bringing the position to 63,636 shares worth $4.77M. The position accounts for 3.03% of the portfolio, ranked #22.

Welch Investments first reported a position in CINF in Q4 2016 and has held it in 5 quarters since. 499 funds tracked by Wall St. Rank hold CINF as of Q4 2017.

  • Welch Investments held 63,636 shares of Cincinnati Financial worth $4.77M as of Q4 2017.
  • Welch Investments bought 2,089 Cincinnati Financial shares in Q4 2017, an estimated $156K.
  • Cincinnati Financial made up 3.03% of Welch Investments's portfolio in Q4 2017, its #22 holding.
  • Welch Investments first reported a position in Cincinnati Financial in Q4 2016 and has held it in 5 quarters since.
  • 499 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.