CSPIA
LBAI

Cary Street Partners Investment Advisory’s Lakeland Bancorp Inc LBAI Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-225
Closed -$2.85K – 1858
2023
Q3 		$2.85K Buy
225
+2
+0.9% +$28 ﹤0.01% 1604
2023
Q2 		$2.99K Buy
223
+2
+0.9% +$28 ﹤0.01% 1526
2023
Q1 		$3.45K Sell
221
-177
-44% -$3.22K ﹤0.01% 1403
2022
Q4 		$7K Buy
+398
New +$7.1K ﹤0.01% 1229

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's LBAI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Lakeland Bancorp Inc (LBAI) in Q4 2023, closing a stake of 225 shares — an estimated $2.85K sold.

Cary Street Partners Investment Advisory first reported a position in LBAI in Q4 2022 and held it in 4 quarters. The position peaked at $7K in Q4 2022. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Lakeland Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 225 Lakeland Bancorp Inc shares in Q4 2023, an estimated $2.85K.
  • Cary Street Partners Investment Advisory first reported a position in Lakeland Bancorp Inc in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Lakeland Bancorp Inc position peaked at $7K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.