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Barings’s Lakeland Financial Corp LKFN Stock Holding History

Barings’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
2018
Q1 		– Sell
-12,750
Closed -$618K – 937
2017
Q4 		$618K Hold
12,750
– – 0.01% 650
2017
Q3 		$621K Hold
12,750
– – 0.01% 591
2017
Q2 		$585K Sell
12,750
-12,750
-50% -$568K 0.02% 586
2017
Q1 		$1.1M Buy
25,500
+12,750
+100% +$570K 0.01% 731
2016
Q4 		$604K Hold
12,750
– – 0.02% 574
2016
Q3 		$452K Hold
12,750
– – 0.01% 592
2016
Q2 		$400K Buy
+12,750
New +$400K 0.01% 699

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barings's LKFN Position: Q1 2018 in Review

Barings sold out of Lakeland Financial Corp (LKFN) in Q1 2018, closing a stake of 12,750 shares — an estimated $618K sold.

Barings first reported a position in LKFN in Q2 2016 and held it in 7 quarters. The position peaked at $1.1M in Q1 2017. 140 funds tracked by Wall St. Rank hold LKFN as of Q1 2018.

  • Barings reported no remaining Lakeland Financial Corp position as of Q1 2018 after selling out during the quarter.
  • Barings sold 12,750 Lakeland Financial Corp shares in Q1 2018, an estimated $618K.
  • Barings first reported a position in Lakeland Financial Corp in Q2 2016 and held it in 7 quarters.
  • Barings's Lakeland Financial Corp position peaked at $1.1M in Q1 2017.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2018.

Based on Barings's 13F filing for Q1 2018, filed 4 May 2018.