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Investment Partners’s LCNB Corp LCNB Stock Holding History

Investment Partners’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
Q4 		– Sell
-17,823
Closed -$283K – 196
2022
Q3 		$283K Buy
+17,823
New +$276K 0.08% 205
2021
Q4 		– Sell
-18,086
Closed -$316K – 170
2021
Q3 		$316K Hold
18,086
– – 0.14% 125
2021
Q2 		$296K Buy
18,086
+66
+0.4% +$1.16K 0.14% 130
2021
Q1 		$315K Sell
18,020
-2,855
-14% -$47.9K 0.15% 114
2020
Q4 		$307K Buy
20,875
+9,197
+79% +$134K 0.16% 109
2020
Q3 		$159K Buy
11,678
+83
+0.7% +$1.18K 0.09% 129
2020
Q2 		$185K Buy
11,595
+80
+0.7% +$1.1K 0.11% 138
2020
Q1 		$145K Sell
11,515
-568
-5% -$9.34K 0.1% 121
2019
Q4 		$233K Buy
+12,083
New +$221K 0.16% 132

Other funds holding LCNB

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
KFA
Kapstone Financial Advisors Lebanon, Ohio $204M AUM 22.12% 1-Year Est. Return