Aviva
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Aviva’s Lakeland Financial Corp LKFN Stock Holding History

Aviva’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
Q2 		– Sell
-14,367
Closed -$900K – 1001
2023
Q1 		$900K Buy
14,367
+1,043
+8% +$72.8K ﹤0.01% 869
2022
Q4 		$972K Sell
13,324
-7,599
-36% -$582K ﹤0.01% 854
2022
Q3 		$1.52M Sell
20,923
-7,755
-27% -$578K 0.01% 777
2022
Q2 		$1.91M Buy
28,678
+906
+3% +$64.6K 0.01% 855
2022
Q1 		$2.03M Buy
+27,772
New +$2.22M 0.01% 848

Other funds holding LKFN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviva's LKFN Position: Q2 2023 in Review

Aviva sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 14,367 shares — an estimated $900K sold.

Aviva first reported a position in LKFN in Q1 2022 and held it in 5 quarters. The position peaked at $2.03M in Q1 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • Aviva reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Aviva sold 14,367 Lakeland Financial Corp shares in Q2 2023, an estimated $900K.
  • Aviva first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 5 quarters.
  • Aviva's Lakeland Financial Corp position peaked at $2.03M in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on Aviva's 13F filing for Q2 2023, filed 10 Aug 2023.