Everence Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Everence Capital Management’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 Q4	–	Sell	-3,090	Closed	-$201K	–	942
2024 Q3	$201K	Buy	+3,090	New	+$201K	0.01%	712
2024 Q2	–	Sell	-3,090	Closed	-$205	–	751
2024 Q1	$205	Hold	3,090	–	–	0.01%	708
2023 Q4	$201K	Buy	+3,090	New	+$170K	0.01%	701
2023 Q3	–	Sell	-5,160	Closed	-$259K	–	769
2023 Q2	$259K	Hold	5,160	–	–	0.02%	568
2023 Q1	$323	Hold	5,160	–	–	0.03%	506
2022 Q4	$377	Hold	5,160	–	–	0.03%	456
2022 Q3	$376K	Hold	5,160	–	–	0.03%	437
2022 Q2	$343K	Buy	5,160 +1,560	+43%	+$111K	0.03%	466
2022 Q1	$263K	Hold	3,600	–	–	0.02%	601
2021 Q4	$289K	Hold	3,600	–	–	0.02%	597
2021 Q3	$256K	Buy	+3,600	New	+$234K	0.02%	605

Other funds holding LKFN

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Everence Capital Management's LKFN Position: Q4 2024 in Review

Everence Capital Management sold out of Lakeland Financial Corp (LKFN) in Q4 2024, closing a stake of 3,090 shares — an estimated $201K sold.

Everence Capital Management first reported a position in LKFN in Q3 2021 and held it in 11 quarters. The position peaked at $376K in Q3 2022. 231 funds tracked by Wall St. Rank hold LKFN as of Q4 2024.

Everence Capital Management reported no remaining Lakeland Financial Corp position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 3,090 Lakeland Financial Corp shares in Q4 2024, an estimated $201K.
Everence Capital Management first reported a position in Lakeland Financial Corp in Q3 2021 and held it in 11 quarters.
Everence Capital Management's Lakeland Financial Corp position peaked at $376K in Q3 2022.
231 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.