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Bartlett & Co Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Bartlett & Co Wealth 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
2022
Q3 		– Sell
-116
Closed -$7.71K – 1239
2022
Q2 		$7.71K Buy
+116
New +$8.27K ﹤0.01% 929

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's LKFN Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q3 2022, closing a stake of 116 shares — an estimated $7.71K sold.

Bartlett & Co Wealth Management first reported a position in LKFN in Q2 2022 and held it in 1 quarter. The position peaked at $7.71K in Q2 2022. 219 funds tracked by Wall St. Rank hold LKFN as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Lakeland Financial Corp position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 116 Lakeland Financial Corp shares in Q3 2022, an estimated $7.71K.
  • Bartlett & Co Wealth Management first reported a position in Lakeland Financial Corp in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Lakeland Financial Corp position peaked at $7.71K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.