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DiNuzzo Private Wealth’s Lakeland Financial Corp LKFN Stock Holding History

DiNuzzo Private Wealth’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
2024
Q2 		– Sell
-1
Closed -$67 – 1424
2024
Q1 		$67 Sell
1
-1
-50% -$65 ﹤0.01% 1318
2023
Q4 		$131 Buy
+2
New +$110 ﹤0.01% 1287

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

DiNuzzo Private Wealth's LKFN Position: Q2 2024 in Review

DiNuzzo Private Wealth sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 1 share — an estimated $67 sold.

DiNuzzo Private Wealth first reported a position in LKFN in Q4 2023 and held it in 2 quarters. The position peaked at $131 in Q4 2023. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

  • DiNuzzo Private Wealth reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 Lakeland Financial Corp share in Q2 2024, an estimated $67.
  • DiNuzzo Private Wealth first reported a position in Lakeland Financial Corp in Q4 2023 and held it in 2 quarters.
  • DiNuzzo Private Wealth's Lakeland Financial Corp position peaked at $131 in Q4 2023.
  • 216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.