Ellevest Inc’s Lakeland Bancorp Inc LBAI Stock Holding History

Ellevest Inc’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
2020 Q3	–	Sell	-22	Closed	–	–	1360
2020 Q2	$0	Buy	22 +11	+100%	+$118	﹤0.01%	1385
2020 Q1	$0	Hold	11	–	–	﹤0.01%	1345
2019 Q4	$0	Buy	+11	New	+$181	﹤0.01%	1075

Other funds holding LBAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Ellevest Inc's LBAI Position: Q3 2020 in Review

Ellevest Inc sold out of Lakeland Bancorp Inc (LBAI) in Q3 2020, closing a stake of 22 shares.

Ellevest Inc first reported a position in LBAI in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 144 funds tracked by Wall St. Rank hold LBAI as of Q3 2020.

Ellevest Inc reported no remaining Lakeland Bancorp Inc position as of Q3 2020 after selling out during the quarter.
Ellevest Inc sold 22 Lakeland Bancorp Inc shares in Q3 2020.
Ellevest Inc first reported a position in Lakeland Bancorp Inc in Q4 2019 and held it in 3 quarters.
Ellevest Inc's Lakeland Bancorp Inc position peaked at $0 in Q2 2020.
144 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.