Fisher Asset Management
LKFN icon

Fisher Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Fisher Asset 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
2023
Q4 		– Sell
-38
Closed -$1.8K – 1064
2023
Q3 		$1.8K Hold
38
– – ﹤0.01% 1158
2023
Q2 		$1.84K Buy
+38
New +$1.99K ﹤0.01% 1152

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management's LKFN Position: Q4 2023 in Review

Fisher Asset Management sold out of Lakeland Financial Corp (LKFN) in Q4 2023, closing a stake of 38 shares — an estimated $1.8K sold.

Fisher Asset Management first reported a position in LKFN in Q2 2023 and held it in 2 quarters. The position peaked at $1.84K in Q2 2023. 207 funds tracked by Wall St. Rank hold LKFN as of Q4 2023.

  • Fisher Asset Management reported no remaining Lakeland Financial Corp position as of Q4 2023 after selling out during the quarter.
  • Fisher Asset Management sold 38 Lakeland Financial Corp shares in Q4 2023, an estimated $1.8K.
  • Fisher Asset Management first reported a position in Lakeland Financial Corp in Q2 2023 and held it in 2 quarters.
  • Fisher Asset Management's Lakeland Financial Corp position peaked at $1.84K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.