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Aperio Group’s Lakeland Financial Corp LKFN Stock Holding History

Aperio Group’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 		$652K Sell
12,177
-199
-2% -$10.1K ﹤0.01% 1837
2020
Q3 		$510K Buy
12,376
+1,255
+11% +$56.8K ﹤0.01% 1802
2020
Q2 		$518K Sell
11,121
-1,937
-15% -$79.2K ﹤0.01% 1756
2020
Q1 		$480K Buy
13,058
+761
+6% +$33.1K ﹤0.01% 1669
2019
Q4 		$602K Buy
12,297
+727
+6% +$33.8K ﹤0.01% 1701
2019
Q3 		$509K Sell
11,570
-536
-4% -$23.7K ﹤0.01% 1748
2019
Q2 		$567K Sell
12,106
-263
-2% -$12.3K ﹤0.01% 1714
2019
Q1 		$559K Buy
12,369
+1,500
+14% +$68.4K ﹤0.01% 1685
2018
Q4 		$437K Buy
10,869
+254
+2% +$11K ﹤0.01% 1762
2018
Q3 		$493K Sell
10,615
-601
-5% -$29.4K ﹤0.01% 1768
2018
Q2 		$541K Buy
11,216
+146
+1% +$7.1K ﹤0.01% 1707
2018
Q1 		$512K Sell
11,070
-206
-2% -$9.88K ﹤0.01% 1681
2017
Q4 		$547K Sell
11,276
-1,730
-13% -$84.7K ﹤0.01% 1659
2017
Q3 		$634K Buy
13,006
+104
+0.8% +$4.7K ﹤0.01% 1548
2017
Q2 		$592K Sell
12,902
-1,773
-12% -$78.9K ﹤0.01% 1548
2017
Q1 		$633K Buy
14,675
+171
+1% +$7.64K ﹤0.01% 1418
2016
Q4 		$687K Sell
14,504
-115
-0.8% -$4.69K 0.01% 1329
2016
Q3 		$518K Buy
14,619
+19
+0.1% +$656 ﹤0.01% 1430
2016
Q2 		$458K Buy
14,600
+548
+4% +$17.2K ﹤0.01% 1433
2016
Q1 		$429K Sell
14,052
-4,721
-25% -$137K ﹤0.01% 1444
2015
Q4 		$583K Buy
18,773
+1,175
+7% +$36.6K 0.01% 1254
2015
Q3 		$530K Buy
17,598
+1,584
+10% +$44.6K 0.01% 1266
2015
Q2 		$463K Buy
16,014
+1,723
+12% +$46.7K ﹤0.01% 1367
2015
Q1 		$387K Sell
14,291
-382
-3% -$10.2K ﹤0.01% 1420
2014
Q4 		$425K Sell
14,673
-860
-6% -$23.1K 0.01% 1318
2014
Q3 		$388K Buy
15,533
+5,910
+61% +$150K 0.01% 1262
2014
Q2 		$245K Buy
9,623
+446
+5% +$11.1K ﹤0.01% 1511
2014
Q1 		$246K Buy
+9,177
New +$233K ﹤0.01% 1744
2013
Q4 		– Sell
-9,968
Closed -$239K – 1694
2013
Q3 		$217K Buy
+9,968
New +$211K ﹤0.01% 1603

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aperio Group's LKFN Position: Q4 2020 in Review

Aperio Group reduced its Lakeland Financial Corp (LKFN) stake by 1.6% in Q4 2020, selling an estimated $10.1K and leaving 12,177 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Aperio Group first reported a position in LKFN in Q3 2013 and has held it in 29 quarters since. The position peaked at $687K in Q4 2016. 145 funds tracked by Wall St. Rank hold LKFN as of Q4 2020.

  • Aperio Group held 12,177 shares of Lakeland Financial Corp worth $652K as of Q4 2020.
  • Aperio Group sold 199 Lakeland Financial Corp shares in Q4 2020, an estimated $10.1K.
  • Lakeland Financial Corp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1837 holding.
  • Aperio Group first reported a position in Lakeland Financial Corp in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Lakeland Financial Corp position peaked at $687K in Q4 2016.
  • 145 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.