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Denali Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Denali 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
2020
Q3 		– Sell
-13,000
Closed -$606K – 389
2020
Q2 		$606K Buy
13,000
+9,600
+282% +$393K 0.12% 191
2020
Q1 		$125K Buy
+3,400
New +$148K 0.03% 237

Other funds holding LKFN

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Franklin Resources
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Denali Advisors's LKFN Position: Q3 2020 in Review

Denali Advisors sold out of Lakeland Financial Corp (LKFN) in Q3 2020, closing a stake of 13,000 shares — an estimated $606K sold.

Denali Advisors first reported a position in LKFN in Q1 2020 and held it in 2 quarters. The position peaked at $606K in Q2 2020. 139 funds tracked by Wall St. Rank hold LKFN as of Q3 2020.

  • Denali Advisors reported no remaining Lakeland Financial Corp position as of Q3 2020 after selling out during the quarter.
  • Denali Advisors sold 13,000 Lakeland Financial Corp shares in Q3 2020, an estimated $606K.
  • Denali Advisors first reported a position in Lakeland Financial Corp in Q1 2020 and held it in 2 quarters.
  • Denali Advisors's Lakeland Financial Corp position peaked at $606K in Q2 2020.
  • 139 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2020.

Based on Denali Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.