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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 $326M AUM 29.52% 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 $13.7B AUM 21.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
KFA
Kapstone Financial Advisors Lebanon, Ohio $239M AUM 22.77% 1-Year Est. Return

Investment Partners's LCNB Position: Q4 2022 in Review

Investment Partners sold out of LCNB Corp (LCNB) in Q4 2022, closing a stake of 17,823 shares — an estimated $283K sold.

Investment Partners first reported a position in LCNB in Q4 2019 and held it in 9 quarters. The position peaked at $316K in Q3 2021. 58 funds tracked by Wall St. Rank hold LCNB as of Q4 2022.

  • Investment Partners reported no remaining LCNB Corp position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 17,823 LCNB Corp shares in Q4 2022, an estimated $283K.
  • Investment Partners first reported a position in LCNB Corp in Q4 2019 and held it in 9 quarters.
  • Investment Partners's LCNB Corp position peaked at $316K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held LCNB Corp as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.