FourThought Financial’s Lakeland Financial Corp LKFN Stock Holding History

FourThought Financial’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	$3.46M	Sell	47,480 -15,400	-24%	-$1.15M	0.51%	50
2022 Q2	$4.18M	Sell	62,880 -8,400	-12%	-$599K	0.61%	44
2022 Q1	$5.2M	Hold	71,280	–	–	0.66%	39
2021 Q4	$5.71M	Hold	71,280	–	–	0.72%	36
2021 Q3	$5.08M	Sell	71,280 -887	-1%	-$57.7K	0.68%	39
2021 Q2	$4.45M	Buy	72,167 +887	+1%	+$56.8K	0.6%	41
2021 Q1	$4.93M	Hold	71,280	–	–	0.71%	38
2020 Q4	$3.82M	Buy	+71,280	New	+$3.62M	0.61%	43

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

FourThought Financial's LKFN Position: Q3 2022 in Review

FourThought Financial reduced its Lakeland Financial Corp (LKFN) stake by 24% in Q3 2022, selling an estimated $1.15M and leaving 47,480 shares worth $3.46M. The position accounts for 0.51% of the portfolio, ranked #50.

FourThought Financial first reported a position in LKFN in Q4 2020 and has held it in 8 quarters since. The position peaked at $5.71M in Q4 2021. 219 funds tracked by Wall St. Rank hold LKFN as of Q3 2022.

FourThought Financial held 47,480 shares of Lakeland Financial Corp worth $3.46M as of Q3 2022.
FourThought Financial sold 15,400 Lakeland Financial Corp shares in Q3 2022, an estimated $1.15M.
Lakeland Financial Corp made up 0.51% of FourThought Financial's portfolio in Q3 2022, its #50 holding.
FourThought Financial first reported a position in Lakeland Financial Corp in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Lakeland Financial Corp position peaked at $5.71M in Q4 2021.
219 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.