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Cox Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Cox Capital Management’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
2022
Q1 		– Sell
-18,497
Closed -$1.48M – 74
2021
Q4 		$1.48M Buy
18,497
+638
+4% +$47.5K 0.88% 50
2021
Q3 		$1.27M Buy
17,859
+226
+1% +$14.7K 0.86% 53
2021
Q2 		$1.09M Buy
17,633
+812
+5% +$52K 0.73% 57
2021
Q1 		$1.16M Sell
16,821
-647
-4% -$42.5K 0.81% 52
2020
Q4 		$936K Buy
17,468
+901
+5% +$45.8K 0.71% 58
2020
Q3 		$683K Buy
16,567
+61
+0.4% +$2.76K 0.6% 64
2020
Q2 		$769K Buy
16,506
+738
+5% +$30.2K 0.76% 52
2020
Q1 		$772K Hold
15,768
– – 0.67% 56
2019
Q4 		$772K Buy
+15,768
New +$734K 0.7% 56

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cox Capital Management's LKFN Position: Q1 2022 in Review

Cox Capital Management sold out of Lakeland Financial Corp (LKFN) in Q1 2022, closing a stake of 18,497 shares — an estimated $1.48M sold.

Cox Capital Management first reported a position in LKFN in Q4 2019 and held it in 9 quarters. The position peaked at $1.48M in Q4 2021. 201 funds tracked by Wall St. Rank hold LKFN as of Q1 2022.

  • Cox Capital Management reported no remaining Lakeland Financial Corp position as of Q1 2022 after selling out during the quarter.
  • Cox Capital Management sold 18,497 Lakeland Financial Corp shares in Q1 2022, an estimated $1.48M.
  • Cox Capital Management first reported a position in Lakeland Financial Corp in Q4 2019 and held it in 9 quarters.
  • Cox Capital Management's Lakeland Financial Corp position peaked at $1.48M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2022.

Based on Cox Capital Management's 13F filing for Q1 2022, filed 5 Apr 2022.