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Disciplined Investments’s Lakeland Financial Corp LKFN Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-2
Closed -$97 – 910
2023
Q2 		$97 Sell
2
-1
-33% -$52 ﹤0.01% 1602
2023
Q1 		$188 Buy
3
+1
+50% +$70 ﹤0.01% 1490
2022
Q4 		$146 Hold
2
– – ﹤0.01% 1486
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1433
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1467
2022
Q1 		$0 Buy
+2
New +$160 ﹤0.01% 1496

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's LKFN Position: Q3 2023 in Review

Disciplined Investments sold out of Lakeland Financial Corp (LKFN) in Q3 2023, closing a stake of 2 shares — an estimated $97 sold.

Disciplined Investments first reported a position in LKFN in Q1 2022 and held it in 6 quarters. The position peaked at $188 in Q1 2023. 199 funds tracked by Wall St. Rank hold LKFN as of Q3 2023.

  • Disciplined Investments reported no remaining Lakeland Financial Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Lakeland Financial Corp shares in Q3 2023, an estimated $97.
  • Disciplined Investments first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Lakeland Financial Corp position peaked at $188 in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.