AA
LBAI

ALPS Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

ALPS Advisors’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,295
Closed -$340K – 1152
2022
Q4 		$340K Sell
19,295
-42
-0.2% -$749 ﹤0.01% 768
2022
Q3 		$310K Sell
19,337
-409
-2% -$6.51K ﹤0.01% 732
2022
Q2 		$289K Sell
19,746
-204
-1% -$3.13K ﹤0.01% 846
2022
Q1 		$333K Sell
19,950
-2,570
-11% -$47.5K ﹤0.01% 716
2021
Q4 		$428K Buy
22,520
+289
+1% +$5.31K ﹤0.01% 595
2021
Q3 		$392K Buy
+22,231
New +$369K ﹤0.01% 579
2018
Q3 		– Sell
-22,022
Closed -$437K – 1100
2018
Q2 		$437K Sell
22,022
-1,036
-4% -$20.8K ﹤0.01% 709
2018
Q1 		$458K Sell
23,058
-2,443
-10% -$49K ﹤0.01% 673
2017
Q4 		$491K Hold
25,501
– – ﹤0.01% 575
2017
Q3 		$520K Buy
25,501
+2,028
+9% +$38.3K ﹤0.01% 428
2017
Q2 		$442K Buy
23,473
+60
+0.3% +$1.16K ﹤0.01% 622
2017
Q1 		$459K Buy
+23,413
New +$452K ﹤0.01% 631

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ALPS Advisors's LBAI Position: Q1 2023 in Review

ALPS Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q1 2023, closing a stake of 19,295 shares — an estimated $340K sold.

ALPS Advisors first reported a position in LBAI in Q1 2017 and held it in 12 quarters. The position peaked at $520K in Q3 2017. 176 funds tracked by Wall St. Rank hold LBAI as of Q1 2023.

  • ALPS Advisors reported no remaining Lakeland Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • ALPS Advisors sold 19,295 Lakeland Bancorp Inc shares in Q1 2023, an estimated $340K.
  • ALPS Advisors first reported a position in Lakeland Bancorp Inc in Q1 2017 and held it in 12 quarters.
  • ALPS Advisors's Lakeland Bancorp Inc position peaked at $520K in Q3 2017.
  • 176 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.