AUA Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

AUA Capital 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
2023 Q1	–	Sell	-12	Closed	-$876	–	223
2022 Q4	$876	Hold	12	–	–	﹤0.01%	310
2022 Q3	$1K	Buy	12 +5	+71%	+$373	﹤0.01%	316
2022 Q2	$0	Hold	7	–	–	﹤0.01%	371
2022 Q1	$1K	Sell	7 -2	-22%	-$160	﹤0.01%	343
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	326
2021 Q3	$1K	Buy	9 +2	+29%	+$130	﹤0.01%	327
2021 Q2	$0	Hold	7	–	–	﹤0.01%	348
2021 Q1	$0	Sell	7 -8	-53%	-$525	﹤0.01%	355
2020 Q4	$1K	Sell	15 -7	-32%	-$356	﹤0.01%	318
2020 Q3	$1K	Buy	+22	New	+$995	﹤0.01%	292

Other funds holding LKFN

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

AUA Capital Management sold out of Lakeland Financial Corp (LKFN) in Q1 2023, closing a stake of 12 shares — an estimated $876 sold.

AUA Capital Management first reported a position in LKFN in Q3 2020 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 214 funds tracked by Wall St. Rank hold LKFN as of Q1 2023.

AUA Capital Management reported no remaining Lakeland Financial Corp position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 12 Lakeland Financial Corp shares in Q1 2023, an estimated $876.
AUA Capital Management first reported a position in Lakeland Financial Corp in Q3 2020 and held it in 10 quarters.
AUA Capital Management's Lakeland Financial Corp position peaked at $1K in Q3 2022.
214 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2023.

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