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Ergoteles’s Lakeland Financial Corp LKFN Stock Holding History

Ergoteles’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
Q2 		– Sell
-12,291
Closed -$770K – 1286
2023
Q1 		$770K Buy
12,291
+8,282
+207% +$578K 0.03% 590
2022
Q4 		$293K Buy
4,009
+869
+28% +$66.5K 0.01% 920
2022
Q3 		$229K Buy
+3,140
New +$234K 0.01% 1108
2021
Q2 		– Sell
-15,628
Closed -$1.08M – 1600
2021
Q1 		$1.08M Buy
+15,628
New +$1.03M 0.03% 357

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Ergoteles's LKFN Position: Q2 2023 in Review

Ergoteles sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 12,291 shares — an estimated $770K sold.

Ergoteles first reported a position in LKFN in Q1 2021 and held it in 4 quarters. The position peaked at $1.08M in Q1 2021. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • Ergoteles reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 12,291 Lakeland Financial Corp shares in Q2 2023, an estimated $770K.
  • Ergoteles first reported a position in Lakeland Financial Corp in Q1 2021 and held it in 4 quarters.
  • Ergoteles's Lakeland Financial Corp position peaked at $1.08M in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.