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

Bartlett & Co’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	-$8K	–	1219
2022 Q2	$8K	Buy	+116	New	+$8.27K	﹤0.01%	915

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Bartlett & Co sold out of Lakeland Financial Corp (LKFN) in Q3 2022, closing a stake of 116 shares — an estimated $8K sold.

Bartlett & Co first reported a position in LKFN in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 219 funds tracked by Wall St. Rank hold LKFN as of Q3 2022.

Bartlett & Co reported no remaining Lakeland Financial Corp position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 116 Lakeland Financial Corp shares in Q3 2022, an estimated $8K.
Bartlett & Co first reported a position in Lakeland Financial Corp in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Lakeland Financial Corp position peaked at $8K in Q2 2022.
219 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.