Bessemer Group

Bessemer Group’s LCNB Corp LCNB Stock Holding History

Bessemer Group’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
2020 Q3	–	Sell	-30,584	Closed	-$488K	–	1525
2020 Q2	$488K	Hold	30,584	–	–	﹤0.01%	982
2020 Q1	$385K	Sell	30,584 -516	-2%	-$8.49K	﹤0.01%	847
2019 Q4	$600K	Hold	31,100	–	–	﹤0.01%	871
2019 Q3	$552K	Buy	31,100 +6,400	+26%	+$112K	﹤0.01%	850
2019 Q2	$469K	Buy	24,700 +900	+4%	+$15.4K	﹤0.01%	891
2019 Q1	$408K	Buy	23,800 +11,500	+93%	+$191K	﹤0.01%	843
2018 Q4	$186K	Buy	12,300 +4,200	+52%	+$70.6K	﹤0.01%	997
2018 Q3	$151K	Hold	8,100	–	–	﹤0.01%	1041
2018 Q2	$160K	Buy	8,100 +3,900	+93%	+$75K	﹤0.01%	1024
2018 Q1	$80K	Buy	4,200 +3,000	+250%	+$58.8K	﹤0.01%	1170
2017 Q4	$25K	Sell	1,200 -4,000	-77%	-$83.4K	﹤0.01%	1381
2017 Q3	$109K	Hold	5,200	–	–	﹤0.01%	1161
2017 Q2	$104K	Hold	5,200	–	–	﹤0.01%	1168
2017 Q1	$124K	Sell	5,200 -2,000	-28%	-$44.7K	﹤0.01%	1169
2016 Q4	$167K	Buy	7,200 +1,000	+16%	+$20.3K	﹤0.01%	1118
2016 Q3	$113K	Buy	+6,200	New	+$108K	﹤0.01%	1085

Other funds holding LCNB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return