LYNCH & ASSOCIATES

HTTP://WWW.LNAONLINE.COM/ NEWBURGH, IN Investment Advisor How do I update this listing?

Lynch & Associates is based out of Newburgh. Lynch & Associates is a large advisory firm with 550 clients and discretionary assets under management (AUM) of $380,850,849 (Form ADV from 2018-03-31). Their last reported 13F filing for Q4 2018 included $267,816,000 in managed 13F securities and a top 10 holdings concentration of 37.03%. Lynch & Associates's largest holding is Microsoft Corp. with shares held of 152,707. Lynch & Associates has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 77 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $267.816 Million
  • Prior Market Value $296.294 Million
  • New Purchases2 stocks
  • Additional Purchases43 stocks
  • Sold out of9 stocks
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 37.03 %
  • Turnover % [1]:11.96%
  • Turnover Alt % [2]: 3.59 %
  • Time Held Top20:30.35 quarters
  • Time Held Top10:27.90 quarters
  • Time Held All:37.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -4.41%
Performance Last 4 Quarters: 2.33%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR/A (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR/A (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LYNCH & ASSOCIATES
10644 NEWBURGH RD SR 662
NEWBURGH IN    47630-8845
Country: United States

Business Phone: 812-853-0878
Fax: 812-853-0798
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IN
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 368,187,000
Total Number of Clients: 550
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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LYNCH & ASSOCIATES INC

ownership team - last updated 2017-03-21
Name Title Start Date Direct/Indirect % Ownership
LYNCH, THOMAS, PATRICK CHAIRMAN 11/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
LYNCH & ASSOCIATES INC CHAIRMAN direct 1994-11-01
LYNCH & ASSOCIATES INC PRESIDENT/TREASURER direct 1994-11-01 2013-03-11
LYNCH, RYAN, THOMAS PRESIDENT 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
LYNCH & ASSOCIATES INC PRESIDENT direct 2013-12-01
LYNCH & ASSOCIATES INC COMPLIANCE OFFICER/VP direct 1995-08-01 2001-04-20
LYNCH & ASSOCIATES INC COMPLIANCE OFFICER/VP direct 1999-08-01 2005-02-16
LYNCH & ASSOCIATES INC CHIEF COMPLIANCE OFFICER/VP direct 1999-08-01 2013-03-11
RAMSEY, WAYNE, CLINTON SENIOR VICE PRESIDENT 02/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
LYNCH & ASSOCIATES INC SENIOR VICE PRESIDENT direct 2000-02-01
LYNCH & ASSOCIATES INC VICE PRESIDENT direct 2000-02-01 2013-03-11
LYNCH, JAMES, DANIEL SENIOR VICE PRESIDENT 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
LYNCH & ASSOCIATES INC ASSOCIATE direct 2003-10-01
LYNCH & ASSOCIATES INC VICE PRESIDENT direct 2007-01-01
LYNCH & ASSOCIATES INC SENIOR VICE PRESIDENT direct 2013-12-01
FARLESS, JENNIFER, LEE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
LYNCH & ASSOCIATES INC ASSOCIATE direct 2011-06-01
LYNCH & ASSOCIATES INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2013-12-01

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