Commonwealth Equity Services’s Lakeland Bancorp Inc LBAI Stock Holding History

Commonwealth Equity Services’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
2022 Q4	–	Sell	-10,070	Closed	-$161K	–	3823
2022 Q3	$161K	Buy	10,070 +51	+0.5%	+$812	﹤0.01%	3262
2022 Q2	$146K	Buy	+10,019	New	+$154K	﹤0.01%	3295
2022 Q1	–	Sell	-10,769	Closed	-$204K	–	3820
2021 Q4	$204K	Buy	+10,769	New	+$198K	﹤0.01%	3291
2020 Q4	–	Sell	-29,051	Closed	-$289K	–	3287
2020 Q3	$289K	Sell	29,051 -21,109	-42%	-$223K	﹤0.01%	2390
2020 Q2	$573K	Buy	+50,160	New	+$540K	﹤0.01%	1786
2018 Q2	–	Sell	-15,824	Closed	-$314K	–	2820
2018 Q1	$314K	Sell	15,824 -3,112	-16%	-$62.4K	﹤0.01%	2033
2017 Q4	$365K	Sell	18,936 -1,529	-7%	-$31K	﹤0.01%	1911
2017 Q3	$417K	Buy	20,465 +62	+0.3%	+$1.17K	﹤0.01%	1738
2017 Q2	$385K	Buy	20,403 +316	+2%	+$6.09K	﹤0.01%	1739
2017 Q1	$394K	Buy	+20,087	New	+$387K	﹤0.01%	1669

Other funds holding LBAI

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

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

SFM

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

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Commonwealth Equity Services's LBAI Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Lakeland Bancorp Inc (LBAI) in Q4 2022, closing a stake of 10,070 shares — an estimated $161K sold.

Commonwealth Equity Services first reported a position in LBAI in Q1 2017 and held it in 10 quarters. The position peaked at $573K in Q2 2020. 178 funds tracked by Wall St. Rank hold LBAI as of Q4 2022.

Commonwealth Equity Services reported no remaining Lakeland Bancorp Inc position as of Q4 2022 after selling out during the quarter.
Commonwealth Equity Services sold 10,070 Lakeland Bancorp Inc shares in Q4 2022, an estimated $161K.
Commonwealth Equity Services first reported a position in Lakeland Bancorp Inc in Q1 2017 and held it in 10 quarters.
Commonwealth Equity Services's Lakeland Bancorp Inc position peaked at $573K in Q2 2020.
178 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.