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CSM Advisors’s Lakeland Financial Corp LKFN Stock Holding History

CSM 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
2022
Q1 		– Sell
-15,410
Closed -$1.23M – 141
2021
Q4 		$1.23M Hold
15,410
– – 0.08% 101
2021
Q3 		$1.1M Sell
15,410
-150
-1% -$9.76K 0.08% 97
2021
Q2 		$959K Sell
15,560
-2,350
-13% -$150K 0.06% 105
2021
Q1 		$1.24M Buy
+17,910
New +$1.18M 0.17% 65

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

CSM Advisors's LKFN Position: Q1 2022 in Review

CSM Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2022, closing a stake of 15,410 shares — an estimated $1.23M sold.

CSM Advisors first reported a position in LKFN in Q1 2021 and held it in 4 quarters. The position peaked at $1.24M in Q1 2021. 201 funds tracked by Wall St. Rank hold LKFN as of Q1 2022.

  • CSM Advisors reported no remaining Lakeland Financial Corp position as of Q1 2022 after selling out during the quarter.
  • CSM Advisors sold 15,410 Lakeland Financial Corp shares in Q1 2022, an estimated $1.23M.
  • CSM Advisors first reported a position in Lakeland Financial Corp in Q1 2021 and held it in 4 quarters.
  • CSM Advisors's Lakeland Financial Corp position peaked at $1.24M in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2022.

Based on CSM Advisors's 13F filing for Q1 2022, filed 16 May 2022.