Alberta Investment Management Corp (AIMCo)’s Lakeland Financial Corp LKFN Stock Holding History

Alberta Investment Management Corp (AIMCo)’s Portfolio LKFN Stock Details LKFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,800	Closed	-$569K	–	964
2020 Q3	$569K	Buy	13,800 +6,900	+100%	+$312K	0.01%	791
2020 Q2	$321K	Hold	6,900	–	–	﹤0.01%	919
2020 Q1	$254K	Buy	+6,900	New	+$300K	﹤0.01%	839
2018 Q4	–	Sell	-12,900	Closed	-$600K	–	797
2018 Q3	$600K	Buy	+12,900	New	+$630K	0.01%	697

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s LKFN Position: Q4 2020 in Review

Alberta Investment Management Corp (AIMCo) sold out of Lakeland Financial Corp (LKFN) in Q4 2020, closing a stake of 13,800 shares — an estimated $569K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in LKFN in Q3 2018 and held it in 4 quarters. The position peaked at $600K in Q3 2018. 145 funds tracked by Wall St. Rank hold LKFN as of Q4 2020.

Alberta Investment Management Corp (AIMCo) reported no remaining Lakeland Financial Corp position as of Q4 2020 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 13,800 Lakeland Financial Corp shares in Q4 2020, an estimated $569K.
Alberta Investment Management Corp (AIMCo) first reported a position in Lakeland Financial Corp in Q3 2018 and held it in 4 quarters.
Alberta Investment Management Corp (AIMCo)'s Lakeland Financial Corp position peaked at $600K in Q3 2018.
145 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2020.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2020, filed 16 Feb 2021.