BTI
LBAI

Blue Trust Inc’s Lakeland Bancorp Inc LBAI Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-194
Closed -$2K – 2790
2023
Q4 		$2K Buy
194
+22
+13% +$281 ﹤0.01% 2244
2023
Q3 		$2K Buy
172
+139
+421% +$1.92K ﹤0.01% 1872
2023
Q2 		$1K Sell
33
-493
-94% -$6.88K ﹤0.01% 1967
2023
Q1 		$9K Buy
526
+94
+22% +$1.71K ﹤0.01% 1647
2022
Q4 		$7K Buy
432
+231
+115% +$4.12K ﹤0.01% 1650
2022
Q3 		$3K Buy
201
+70
+53% +$1.11K ﹤0.01% 1735
2022
Q2 		$2K Buy
+131
New +$2.01K ﹤0.01% 1718

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Blue Trust Inc's LBAI Position: Q1 2024 in Review

Blue Trust Inc sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 194 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in LBAI in Q2 2022 and held it in 7 quarters. The position peaked at $9K in Q1 2023. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

  • Blue Trust Inc reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 194 Lakeland Bancorp Inc shares in Q1 2024, an estimated $2K.
  • Blue Trust Inc first reported a position in Lakeland Bancorp Inc in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's Lakeland Bancorp Inc position peaked at $9K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.