Creative Planning
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Creative Planning’s LCNB Corp LCNB Stock Holding History

Creative Planning’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
2022
Q1 		– Sell
-632,900
Closed -$12.4M – 2400
2021
Q4 		$12.4M Buy
632,900
+255,680
+68% +$4.74M 0.02% 249
2021
Q3 		$6.65M Buy
+377,220
New +$6.44M 0.01% 349
2021
Q2 		– Sell
-534,446
Closed -$9.35M – 2357
2021
Q1 		$9.35M Buy
534,446
+173,169
+48% +$2.91M 0.02% 284
2020
Q4 		$5.31M Buy
361,277
+38,000
+12% +$555K 0.01% 363
2020
Q3 		$4.41M Buy
+323,277
New +$4.6M 0.01% 335

Other funds holding LCNB

RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Creative Planning's LCNB Position: Q1 2022 in Review

Creative Planning sold out of LCNB Corp (LCNB) in Q1 2022, closing a stake of 632,900 shares — an estimated $12.4M sold.

Creative Planning first reported a position in LCNB in Q3 2020 and held it in 5 quarters. The position peaked at $12.4M in Q4 2021. 56 funds tracked by Wall St. Rank hold LCNB as of Q1 2022.

  • Creative Planning reported no remaining LCNB Corp position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 632,900 LCNB Corp shares in Q1 2022, an estimated $12.4M.
  • Creative Planning first reported a position in LCNB Corp in Q3 2020 and held it in 5 quarters.
  • Creative Planning's LCNB Corp position peaked at $12.4M in Q4 2021.
  • 56 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.