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LCNB Corp’s Polaris PII Stock Holding History

LCNB Corp’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,998
Closed -$250K – 183
2024
Q3 		$250K Sell
2,998
-34
-1% -$2.76K 0.09% 167
2024
Q2 		$237K Buy
3,032
+16
+0.5% +$1.35K 0.09% 166
2024
Q1 		$302K Buy
3,016
+208
+7% +$19.1K 0.11% 154
2023
Q4 		$266K Buy
2,808
+295
+12% +$27K 0.1% 156
2023
Q3 		$262K Hold
2,513
– – 0.12% 151
2023
Q2 		$304K Sell
2,513
-8
-0.3% -$884 0.13% 143
2023
Q1 		$279K Hold
2,521
– – 0.13% 148
2022
Q4 		$255K Buy
+2,521
New +$263K 0.12% 156

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

LCNB Corp's PII Position: Q4 2024 in Review

LCNB Corp sold out of Polaris (PII) in Q4 2024, closing a stake of 2,998 shares — an estimated $250K sold.

LCNB Corp first reported a position in PII in Q4 2022 and held it in 8 quarters. The position peaked at $304K in Q2 2023. 435 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • LCNB Corp reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • LCNB Corp sold 2,998 Polaris shares in Q4 2024, an estimated $250K.
  • LCNB Corp first reported a position in Polaris in Q4 2022 and held it in 8 quarters.
  • LCNB Corp's Polaris position peaked at $304K in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on LCNB Corp's 13F filing for Q4 2024, filed 11 Feb 2025.