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Carroll Financial Associates’s Lakeland Financial Corp LKFN Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$6K Hold
80
– – ﹤0.01% 1295
2021
Q3 		$5K Hold
80
– – ﹤0.01% 1373
2021
Q2 		$4K Buy
+80
New +$5.12K ﹤0.01% 1483
2019
Q3 		– Sell
-38
Closed -$1K – 1625
2019
Q2 		$1K Hold
38
– – ﹤0.01% 1474
2019
Q1 		$1K Buy
+38
New +$1.73K ﹤0.01% 1308

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carroll Financial Associates's LKFN Position: Q4 2021 in Review

Carroll Financial Associates held its Lakeland Financial Corp (LKFN) position steady in Q4 2021 at 80 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Carroll Financial Associates first reported a position in LKFN in Q1 2019 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold LKFN as of Q4 2021.

  • Carroll Financial Associates held 80 shares of Lakeland Financial Corp worth $6K as of Q4 2021.
  • Carroll Financial Associates left its Lakeland Financial Corp share count unchanged in Q4 2021.
  • Lakeland Financial Corp made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1295 holding.
  • Carroll Financial Associates first reported a position in Lakeland Financial Corp in Q1 2019 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.