Berman Capital Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Berman Capital Advisors’s Portfolio LBAI Stock Details LBAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$113K	Buy	6,422 +3,555	+124%	+$59K	0.02%	406
2021 Q2	$50K	Buy	2,867 +1,036	+57%	+$18.8K	0.01%	579
2021 Q1	$31K	Buy	1,831 +1,741	+1,934%	+$27K	0.01%	652
2020 Q4	$1K	Hold	90	–	–	﹤0.01%	1619
2020 Q3	$0	Sell	90 -157	-64%	-$1.66K	﹤0.01%	1816
2020 Q2	$2K	Sell	247 -488	-66%	-$5.26K	﹤0.01%	1339
2020 Q1	$7K	Buy	735 +247	+51%	+$3.66K	﹤0.01%	813
2019 Q4	$8K	Hold	488	–	–	﹤0.01%	850
2019 Q3	$7K	Buy	+488	New	+$7.6K	﹤0.01%	860
2019 Q2	–	Sell	-575	Closed	-$8K	–	1607
2019 Q1	$8K	Buy	+575	New	+$9.11K	﹤0.01%	739

Other funds holding LBAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Berman Capital Advisors's LBAI Position: Q3 2021 in Review

Berman Capital Advisors increased its Lakeland Bancorp Inc (LBAI) stake by 124% in Q3 2021, buying an estimated $59K and bringing the position to 6,422 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #406.

Berman Capital Advisors first reported a position in LBAI in Q1 2019 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold LBAI as of Q3 2021.

Berman Capital Advisors held 6,422 shares of Lakeland Bancorp Inc worth $113K as of Q3 2021.
Berman Capital Advisors bought 3,555 Lakeland Bancorp Inc shares in Q3 2021, an estimated $59K.
Lakeland Bancorp Inc made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #406 holding.
Berman Capital Advisors first reported a position in Lakeland Bancorp Inc in Q1 2019 and has held it in 10 quarters since.
150 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.