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Financial Counselors Inc’s LCNB Corp LCNB Stock Holding History

Financial Counselors Inc’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
2024
Q3 		– Sell
-12,376
Closed -$172K – 593
2024
Q2 		$172K Buy
+12,376
New +$178K ﹤0.01% 546

Other funds holding LCNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Counselors Inc's LCNB Position: Q3 2024 in Review

Financial Counselors Inc sold out of LCNB Corp (LCNB) in Q3 2024, closing a stake of 12,376 shares — an estimated $172K sold.

Financial Counselors Inc first reported a position in LCNB in Q2 2024 and held it in 1 quarter. The position peaked at $172K in Q2 2024. 78 funds tracked by Wall St. Rank hold LCNB as of Q3 2024.

  • Financial Counselors Inc reported no remaining LCNB Corp position as of Q3 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 12,376 LCNB Corp shares in Q3 2024, an estimated $172K.
  • Financial Counselors Inc first reported a position in LCNB Corp in Q2 2024 and held it in 1 quarter.
  • Financial Counselors Inc's LCNB Corp position peaked at $172K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2024.

Based on Financial Counselors Inc's 13F filing for Q3 2024, filed 14 Nov 2024.