Altium Wealth Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Altium Wealth Management’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
2022 Q2	$893K	Sell	61,051 -3,954	-6%	-$60.7K	0.06%	174
2022 Q1	$1.09M	Hold	65,005	–	–	0.07%	146
2021 Q4	$1.23M	Hold	65,005	–	–	0.08%	126
2021 Q3	$1.15M	Sell	65,005 -1	-0%	-$17	0.08%	118
2021 Q2	$1.14M	Sell	65,006 -13,608	-17%	-$247K	0.08%	113
2021 Q1	$1.37M	Buy	78,614 +201	+0.3%	+$3.11K	0.11%	98
2020 Q4	$996K	Hold	78,413	–	–	0.09%	108
2020 Q3	$780K	Hold	78,413	–	–	0.08%	114
2020 Q2	$896K	Buy	78,413 +483	+0.6%	+$5.2K	0.1%	101
2020 Q1	$842K	Buy	77,930 +67,386	+639%	+$998K	0.12%	94
2019 Q4	$183K	Hold	10,544	–	–	0.02%	272
2019 Q3	$163K	Hold	10,544	–	–	0.02%	272
2019 Q2	$170K	Buy	+10,544	New	+$168K	0.02%	264

Other funds holding LBAI

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Altium Wealth Management's LBAI Position: Q2 2022 in Review

Altium Wealth Management reduced its Lakeland Bancorp Inc (LBAI) stake by 6.1% in Q2 2022, selling an estimated $60.7K and leaving 61,051 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #174.

Altium Wealth Management first reported a position in LBAI in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.37M in Q1 2021. 183 funds tracked by Wall St. Rank hold LBAI as of Q2 2022.

Altium Wealth Management held 61,051 shares of Lakeland Bancorp Inc worth $893K as of Q2 2022.
Altium Wealth Management sold 3,954 Lakeland Bancorp Inc shares in Q2 2022, an estimated $60.7K.
Lakeland Bancorp Inc made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #174 holding.
Altium Wealth Management first reported a position in Lakeland Bancorp Inc in Q2 2019 and has held it in 13 quarters since.
Altium Wealth Management's Lakeland Bancorp Inc position peaked at $1.37M in Q1 2021.
183 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.