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Susquehanna Fundamental Investments’s LCNB Corp LCNB Stock Holding History

Susquehanna Fundamental Investments’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
2023
Q3 		– Sell
-11,877
Closed -$175K – 492
2023
Q2 		$175K Sell
11,877
-11,279
-49% -$172K 0.01% 583
2023
Q1 		$378K Sell
23,156
-4,688
-17% -$83.5K 0.01% 738
2022
Q4 		$501K Sell
27,844
-1,856
-6% -$32.4K 0.01% 863
2022
Q3 		$471K Buy
+29,700
New +$459K 0.01% 1040
2022
Q1 		$899K Hold
51,200
– – 0.02% 876
2021
Q4 		$1M Sell
51,200
-200
-0.4% -$3.71K 0.03% 652
2021
Q3 		$907K Hold
51,400
– – 0.02% 912
2021
Q2 		$841K Buy
+51,400
New +$902K 0.02% 931

Other funds holding LCNB

RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

Susquehanna Fundamental Investments's LCNB Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of LCNB Corp (LCNB) in Q3 2023, closing a stake of 11,877 shares — an estimated $175K sold.

Susquehanna Fundamental Investments first reported a position in LCNB in Q2 2021 and held it in 8 quarters. The position peaked at $1M in Q4 2021. 68 funds tracked by Wall St. Rank hold LCNB as of Q3 2023.

  • Susquehanna Fundamental Investments reported no remaining LCNB Corp position as of Q3 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 11,877 LCNB Corp shares in Q3 2023, an estimated $175K.
  • Susquehanna Fundamental Investments first reported a position in LCNB Corp in Q2 2021 and held it in 8 quarters.
  • Susquehanna Fundamental Investments's LCNB Corp position peaked at $1M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.