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GHP Investment Advisors’s Lakeland Financial Corp LKFN Stock Holding History

GHP Investment Advisors’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
-73
Closed -$4.57K – 950
2023
Q1 		$4.57K Buy
+73
New +$5.09K ﹤0.01% 782
2022
Q2 		– Sell
-133
Closed -$10K – 984
2022
Q1 		$10K Buy
+133
New +$10.6K ﹤0.01% 719

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

GHP Investment Advisors's LKFN Position: Q2 2023 in Review

GHP Investment Advisors sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 73 shares — an estimated $4.57K sold.

GHP Investment Advisors first reported a position in LKFN in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • GHP Investment Advisors reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 73 Lakeland Financial Corp shares in Q2 2023, an estimated $4.57K.
  • GHP Investment Advisors first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 2 quarters.
  • GHP Investment Advisors's Lakeland Financial Corp position peaked at $10K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on GHP Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.