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Lenox Wealth Management’s LCNB Corp LCNB Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$1.48M Buy
92,862
+33,800
+57% +$466K 0.45% 40
2020
Q1 		$744K Sell
59,062
-63,656
-52% -$1.05M 0.26% 65
2019
Q4 		$2.37M Buy
122,718
+537
+0.4% +$9.81K 0.66% 35
2019
Q3 		$2.17M Buy
+122,181
New +$2.14M 0.63% 35
2016
Q4 		– Hold
0
– – – 233
2016
Q3 		– Sell
-4,000
Closed -$69.9K – 230
2016
Q2 		$63K Buy
4,000
+2,000
+100% +$33.6K 0.05% 91
2016
Q1 		$32K Hold
2,000
– – 0.02% 128
2015
Q4 		$33K Buy
+2,000
New +$32.2K 0.03% 126

Other funds holding LCNB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return