CA
LKFN icon

Crewe Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Crewe Advisors’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
2023
Q2 		– Sell
-289
Closed -$18.1K – 961
2023
Q1 		$18.1K Hold
289
– – ﹤0.01% 452
2022
Q4 		$21.1K Hold
289
– – ﹤0.01% 407
2022
Q3 		$21K Hold
289
– – ﹤0.01% 454
2022
Q2 		$19K Buy
+289
New +$20.6K ﹤0.01% 434

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's LKFN Position: Q2 2023 in Review

Crewe Advisors sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 289 shares — an estimated $18.1K sold.

Crewe Advisors first reported a position in LKFN in Q2 2022 and held it in 4 quarters. The position peaked at $21.1K in Q4 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • Crewe Advisors reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 289 Lakeland Financial Corp shares in Q2 2023, an estimated $18.1K.
  • Crewe Advisors first reported a position in Lakeland Financial Corp in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Lakeland Financial Corp position peaked at $21.1K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.