D.E. Shaw & Co
LBAI

D.E. Shaw & Co’s Lakeland Bancorp Inc LBAI Stock Holding History

D.E. Shaw & Co’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
2023
Q4 		– Sell
-16,096
Closed -$203K – 4700
2023
Q3 		$203K Buy
16,096
+2
+0% +$28 ﹤0.01% 3758
2023
Q2 		$215K Sell
16,094
-55,296
-77% -$772K ﹤0.01% 3717
2023
Q1 		$1.12M Buy
71,390
+9,906
+16% +$180K ﹤0.01% 3088
2022
Q4 		$1.08M Buy
61,484
+25,471
+71% +$454K ﹤0.01% 3385
2022
Q3 		$577K Buy
36,013
+8,864
+33% +$141K ﹤0.01% 3954
2022
Q2 		$397K Sell
27,149
-41,378
-60% -$635K ﹤0.01% 4230
2022
Q1 		$1.15M Sell
68,527
-15,050
-18% -$278K ﹤0.01% 3792
2021
Q4 		$1.59M Sell
83,577
-4,651
-5% -$85.5K ﹤0.01% 3559
2021
Q3 		$1.55M Sell
88,228
-24,207
-22% -$402K ﹤0.01% 3243
2021
Q2 		$1.97M Sell
112,435
-23,306
-17% -$423K ﹤0.01% 2956
2021
Q1 		$2.37M Sell
135,741
-6,829
-5% -$106K ﹤0.01% 2454
2020
Q4 		$1.81M Buy
142,570
+8,161
+6% +$96.2K ﹤0.01% 2619
2020
Q3 		$1.34M Buy
134,409
+5,094
+4% +$53.9K ﹤0.01% 2667
2020
Q2 		$1.48M Buy
129,315
+20,098
+18% +$216K ﹤0.01% 2646
2020
Q1 		$1.18M Sell
109,217
-19,462
-15% -$288K ﹤0.01% 2608
2019
Q4 		$2.24M Buy
128,679
+25,698
+25% +$423K ﹤0.01% 2373
2019
Q3 		$1.59M Buy
102,981
+36,435
+55% +$568K ﹤0.01% 2528
2019
Q2 		$1.07M Buy
66,546
+25,942
+64% +$413K ﹤0.01% 2634
2019
Q1 		$606K Buy
40,604
+227
+0.6% +$3.6K ﹤0.01% 2896
2018
Q4 		$598K Buy
40,377
+21,474
+114% +$347K ﹤0.01% 2989
2018
Q3 		$341K Buy
18,903
+132
+0.7% +$2.56K ﹤0.01% 3307
2018
Q2 		$373K Buy
+18,771
New +$377K ﹤0.01% 3272
2017
Q1 		– Sell
-50,596
Closed -$987K – 3661
2016
Q4 		$987K Buy
50,596
+13,080
+35% +$213K ﹤0.01% 2468
2016
Q3 		$527K Sell
37,516
-6,228
-14% -$79.6K ﹤0.01% 2771
2016
Q2 		$498K Sell
43,744
-24,694
-36% -$275K ﹤0.01% 2801
2016
Q1 		$695K Buy
68,438
+44,751
+189% +$469K ﹤0.01% 2578
2015
Q4 		$279K Buy
23,687
+3,817
+19% +$44.7K ﹤0.01% 3412
2015
Q3 		$221K Sell
19,870
-4,958
-20% -$56.6K ﹤0.01% 3464
2015
Q2 		$295K Buy
24,828
+2,545
+11% +$29.6K ﹤0.01% 3425
2015
Q1 		$256K Sell
22,283
-7,326
-25% -$81.8K ﹤0.01% 3367
2014
Q4 		$346K Buy
29,609
+6,300
+27% +$69.1K ﹤0.01% 3564
2014
Q3 		$227K Buy
23,309
+4,458
+24% +$45.8K ﹤0.01% 3834
2014
Q2 		$204K Buy
+18,851
New +$196K ﹤0.01% 3982
2014
Q1 		– Sell
-30,134
Closed -$355K – 4709
2013
Q4 		$355K Sell
30,134
-12,084
-29% -$137K ﹤0.01% 3952
2013
Q3 		$452K Buy
42,218
+28,250
+202% +$302K ﹤0.01% 3650
2013
Q2 		$139K Buy
+13,968
New +$130K ﹤0.01% 3830

Other funds holding LBAI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.E. Shaw & Co's LBAI Position: Q4 2023 in Review

D.E. Shaw & Co sold out of Lakeland Bancorp Inc (LBAI) in Q4 2023, closing a stake of 16,096 shares — an estimated $203K sold.

D.E. Shaw & Co first reported a position in LBAI in Q2 2013 and held it in 36 quarters. The position peaked at $2.37M in Q1 2021. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

  • D.E. Shaw & Co reported no remaining Lakeland Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • D.E. Shaw & Co sold 16,096 Lakeland Bancorp Inc shares in Q4 2023, an estimated $203K.
  • D.E. Shaw & Co first reported a position in Lakeland Bancorp Inc in Q2 2013 and held it in 36 quarters.
  • D.E. Shaw & Co's Lakeland Bancorp Inc position peaked at $2.37M in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on D.E. Shaw & Co's 13F filing for Q4 2023, filed 14 Feb 2024.