Ergoteles’s LCNB Corp LCNB Stock Holding History

Ergoteles’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
2021 Q4	–	Sell	-21,143	Closed	-$373K	–	1435
2021 Q3	$373K	Sell	21,143 -12,357	-37%	-$211K	0.01%	707
2021 Q2	$548K	Buy	+33,500	New	+$588K	0.01%	765

Other funds holding LCNB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RDFA

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

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

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

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

MPAM

Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

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

Ergoteles's LCNB Position: Q4 2021 in Review

Ergoteles sold out of LCNB Corp (LCNB) in Q4 2021, closing a stake of 21,143 shares — an estimated $373K sold.

Ergoteles first reported a position in LCNB in Q2 2021 and held it in 2 quarters. The position peaked at $548K in Q2 2021. 52 funds tracked by Wall St. Rank hold LCNB as of Q4 2021.

Ergoteles reported no remaining LCNB Corp position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 21,143 LCNB Corp shares in Q4 2021, an estimated $373K.
Ergoteles first reported a position in LCNB Corp in Q2 2021 and held it in 2 quarters.
Ergoteles's LCNB Corp position peaked at $548K in Q2 2021.
52 funds tracked by Wall St. Rank held LCNB Corp as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.