Glassman Wealth Services’s Lakeland Bancorp Inc LBAI Stock Holding History

Glassman Wealth Services’s Portfolio LBAI Stock Details LBAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-478	Closed	-$7.07K	–	1956
2023 Q4	$7.07K	Buy	478 +72	+18%	+$920	﹤0.01%	977
2023 Q3	$5.12K	Hold	406	–	–	﹤0.01%	1065
2023 Q2	$5.44K	Sell	406 -21	-5%	-$293	﹤0.01%	976
2023 Q1	$6.68K	Hold	427	–	–	﹤0.01%	918
2022 Q4	$7.52K	Hold	427	–	–	﹤0.01%	908
2022 Q3	$7K	Hold	427	–	–	﹤0.01%	921
2022 Q2	$6K	Sell	427 -90	-17%	-$1.38K	﹤0.01%	980
2022 Q1	$9K	Hold	517	–	–	﹤0.01%	876
2021 Q4	$10K	Hold	517	–	–	﹤0.01%	805
2021 Q3	$9K	Buy	517 +83	+19%	+$1.38K	﹤0.01%	810
2021 Q2	$8K	Buy	434 +28	+7%	+$508	﹤0.01%	818
2021 Q1	$7K	Hold	406	–	–	﹤0.01%	807
2020 Q4	$5K	Hold	406	–	–	﹤0.01%	887
2020 Q3	$4K	Buy	406 +69	+20%	+$730	﹤0.01%	862
2020 Q2	$4K	Buy	+337	New	+$3.63K	﹤0.01%	707

Other funds holding LBAI

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Glassman Wealth Services's LBAI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 478 shares — an estimated $7.07K sold.

Glassman Wealth Services first reported a position in LBAI in Q2 2020 and held it in 15 quarters. The position peaked at $10K in Q4 2021. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

Glassman Wealth Services reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 478 Lakeland Bancorp Inc shares in Q1 2024, an estimated $7.07K.
Glassman Wealth Services first reported a position in Lakeland Bancorp Inc in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Lakeland Bancorp Inc position peaked at $10K in Q4 2021.
175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.