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 $297M AUM 22.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return