ACM
LBAI

AUA Capital Management’s Lakeland Bancorp Inc LBAI Stock Holding History

AUA Capital 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
2023
Q1 		– Sell
-29
Closed -$511 – 345
2022
Q4 		$511 Hold
29
– – ﹤0.01% 329
2022
Q3 		$0 Hold
29
– – ﹤0.01% 380
2022
Q2 		$0 Hold
29
– – ﹤0.01% 387
2022
Q1 		$0 Hold
29
– – ﹤0.01% 383
2021
Q4 		$1K Buy
29
+9
+45% +$165 ﹤0.01% 344
2021
Q3 		$0 Hold
20
– – ﹤0.01% 358
2021
Q2 		$0 Hold
20
– – ﹤0.01% 361
2021
Q1 		$0 Buy
20
+10
+100% +$155 ﹤0.01% 369
2020
Q4 		$0 Hold
10
– – ﹤0.01% 370
2020
Q3 		$0 Buy
+10
New +$106 ﹤0.01% 359

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

AUA Capital Management's LBAI Position: Q1 2023 in Review

AUA Capital Management sold out of Lakeland Bancorp Inc (LBAI) in Q1 2023, closing a stake of 29 shares — an estimated $511 sold.

AUA Capital Management first reported a position in LBAI in Q3 2020 and held it in 10 quarters. The position peaked at $1K in Q4 2021. 176 funds tracked by Wall St. Rank hold LBAI as of Q1 2023.

  • AUA Capital Management reported no remaining Lakeland Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 29 Lakeland Bancorp Inc shares in Q1 2023, an estimated $511.
  • AUA Capital Management first reported a position in Lakeland Bancorp Inc in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Lakeland Bancorp Inc position peaked at $1K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.