Ahrens Investment Partners’s LCNB Corp LCNB Stock Holding History

Ahrens Investment Partners’s Portfolio LCNB Stock Details LCNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$16.3K	Buy	+1,000	New	+$17.8K	0.01%	508
2022 Q3	–	Sell	-1,000	Closed	-$15K	–	580
2022 Q2	$15K	Hold	1,000	–	–	0.01%	563
2022 Q1	$18K	Sell	1,000 -300	-23%	-$5.73K	0.01%	599
2021 Q4	$25K	Buy	+1,300	New	+$24.1K	0.01%	530
2021 Q3	–	Sell	-11,100	Closed	-$182K	–	230
2021 Q2	$182K	Buy	+11,100	New	+$195K	0.08%	219

Other funds holding LCNB

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ahrens Investment Partners's LCNB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in LCNB Corp (LCNB) in Q1 2023: 1,000 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in LCNB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in LCNB in Q2 2021 and has held it in 5 quarters since. The position peaked at $182K in Q2 2021. 55 funds tracked by Wall St. Rank hold LCNB as of Q1 2023.

Ahrens Investment Partners held 1,000 shares of LCNB Corp worth $16.3K as of Q1 2023.
LCNB Corp was a new Ahrens Investment Partners position in Q1 2023.
LCNB Corp made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #508 holding.
Ahrens Investment Partners first reported a position in LCNB Corp in Q2 2021 and has held it in 5 quarters since.
Ahrens Investment Partners's LCNB Corp position peaked at $182K in Q2 2021.
55 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.