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Duality Advisers’s Lakeland Financial Corp LKFN Stock Holding History

Duality Advisers’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
Q3 		– Sell
-16,216
Closed -$1.08M – 654
2022
Q2 		$1.08M Buy
+16,216
New +$1.16M 0.11% 342

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Duality Advisers's LKFN Position: Q3 2022 in Review

Duality Advisers sold out of Lakeland Financial Corp (LKFN) in Q3 2022, closing a stake of 16,216 shares — an estimated $1.08M sold.

Duality Advisers first reported a position in LKFN in Q2 2022 and held it in 1 quarter. The position peaked at $1.08M in Q2 2022. 219 funds tracked by Wall St. Rank hold LKFN as of Q3 2022.

  • Duality Advisers reported no remaining Lakeland Financial Corp position as of Q3 2022 after selling out during the quarter.
  • Duality Advisers sold 16,216 Lakeland Financial Corp shares in Q3 2022, an estimated $1.08M.
  • Duality Advisers first reported a position in Lakeland Financial Corp in Q2 2022 and held it in 1 quarter.
  • Duality Advisers's Lakeland Financial Corp position peaked at $1.08M in Q2 2022.
  • 219 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2022.

Based on Duality Advisers's 13F filing for Q3 2022, filed 3 Nov 2022.