Alpha DNA Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Alpha DNA Investment Management’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
2024 Q2	–	Sell	-8,040	Closed	-$533K	–	227
2024 Q1	$533K	Buy	+8,040	New	+$519K	0.2%	122
2023 Q2	–	Sell	-16,169	Closed	-$1.01M	–	197
2023 Q1	$1.01M	Buy	16,169 +2,075	+15%	+$145K	0.3%	115
2022 Q4	$1.03M	Buy	14,094 +7,579	+116%	+$580K	0.36%	120
2022 Q3	$474K	Buy	+6,515	New	+$486K	0.39%	140

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Alpha DNA Investment Management's LKFN Position: Q2 2024 in Review

Alpha DNA Investment Management sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 8,040 shares — an estimated $533K sold.

Alpha DNA Investment Management first reported a position in LKFN in Q3 2022 and held it in 4 quarters. The position peaked at $1.03M in Q4 2022. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

Alpha DNA Investment Management reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
Alpha DNA Investment Management sold 8,040 Lakeland Financial Corp shares in Q2 2024, an estimated $533K.
Alpha DNA Investment Management first reported a position in Lakeland Financial Corp in Q3 2022 and held it in 4 quarters.
Alpha DNA Investment Management's Lakeland Financial Corp position peaked at $1.03M in Q4 2022.
216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Alpha DNA Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.