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CS McKee’s Lakeland Financial Corp LKFN Stock Holding History

CS McKee’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
2019
Q4 		$1.43M Buy
29,195
+770
+3% +$35.8K 0.13% 72
2019
Q3 		$1.25M Hold
28,425
– – 0.11% 73
2019
Q2 		$1.33M Sell
28,425
-700
-2% -$32.6K 0.12% 72
2019
Q1 		$1.32M Sell
29,125
-1,700
-6% -$77.5K 0.12% 76
2018
Q4 		$1.24M Hold
30,825
– – 0.12% 77
2018
Q3 		$1.43M Hold
30,825
– – 0.11% 80
2018
Q2 		$1.49M Sell
30,825
-2,850
-8% -$139K 0.13% 81
2018
Q1 		$1.56M Sell
33,675
-1,250
-4% -$59.9K 0.12% 78
2017
Q4 		$1.69M Sell
34,925
-400
-1% -$19.6K 0.13% 73
2017
Q3 		$1.72M Hold
35,325
– – 0.13% 70
2017
Q2 		$1.62M Buy
35,325
+100
+0.3% +$4.45K 0.13% 72
2017
Q1 		$1.52M Sell
35,225
-300
-0.8% -$13.4K 0.12% 73
2016
Q4 		$1.68M Sell
35,525
-3,000
-8% -$122K 0.13% 70
2016
Q3 		$1.36M Sell
38,525
-4,975
-11% -$172K 0.09% 75
2016
Q2 		$1.36M Sell
43,500
-36,225
-45% -$1.14M 0.06% 76
2016
Q1 		$2.43M Sell
79,725
-97,874
-55% -$2.83M 0.09% 76
2015
Q4 		$5.52M Sell
177,599
-472
-0.3% -$14.7K 0.18% 78
2015
Q3 		$5.36M Sell
178,071
-19,890
-10% -$560K 0.17% 78
2015
Q2 		$5.72M Sell
197,961
-9,855
-5% -$267K 0.16% 83
2015
Q1 		$5.62M Sell
207,816
-29,967
-13% -$801K 0.15% 84
2014
Q4 		$6.89M Sell
237,783
-119,439
-33% -$3.21M 0.17% 81
2014
Q3 		$8.93M Sell
357,222
-72,945
-17% -$1.85M 0.21% 84
2014
Q2 		$10.9M Sell
430,167
-111,765
-21% -$2.78M 0.23% 84
2014
Q1 		$14.5M Sell
541,932
-67,125
-11% -$1.71M 0.31% 79
2013
Q4 		$15.8M Sell
609,057
-381,911
-39% -$9.16M 0.31% 80
2013
Q3 		$21.6M Sell
990,968
-58,995
-6% -$1.25M 0.37% 78
2013
Q2 		$19.4M Buy
+1,049,963
New +$19M 0.33% 80

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CS McKee's LKFN Position: Q4 2019 in Review

CS McKee increased its Lakeland Financial Corp (LKFN) stake by 2.7% in Q4 2019, buying an estimated $35.8K and bringing the position to 29,195 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #72.

CS McKee first reported a position in LKFN in Q2 2013 and has held it in 27 quarters since. The position peaked at $21.6M in Q3 2013. 144 funds tracked by Wall St. Rank hold LKFN as of Q4 2019.

  • CS McKee held 29,195 shares of Lakeland Financial Corp worth $1.43M as of Q4 2019.
  • CS McKee bought 770 Lakeland Financial Corp shares in Q4 2019, an estimated $35.8K.
  • Lakeland Financial Corp made up 0.13% of CS McKee's portfolio in Q4 2019, its #72 holding.
  • CS McKee first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 27 quarters since.
  • CS McKee's Lakeland Financial Corp position peaked at $21.6M in Q3 2013.
  • 144 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2019.

Based on CS McKee's 13F filing for Q4 2019, filed 14 Feb 2020.