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Goelzer Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Goelzer Investment 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
Q3 		– Sell
-5,940
Closed -$365K – 230
2024
Q2 		$365K Hold
5,940
– – 0.02% 194
2024
Q1 		$394K Hold
5,940
– – 0.02% 198
2023
Q4 		$387K Buy
+5,940
New +$328K 0.02% 192

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
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
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Goelzer Investment Management's LKFN Position: Q3 2024 in Review

Goelzer Investment Management sold out of Lakeland Financial Corp (LKFN) in Q3 2024, closing a stake of 5,940 shares — an estimated $365K sold.

Goelzer Investment Management first reported a position in LKFN in Q4 2023 and held it in 3 quarters. The position peaked at $394K in Q1 2024. 234 funds tracked by Wall St. Rank hold LKFN as of Q3 2024.

  • Goelzer Investment Management reported no remaining Lakeland Financial Corp position as of Q3 2024 after selling out during the quarter.
  • Goelzer Investment Management sold 5,940 Lakeland Financial Corp shares in Q3 2024, an estimated $365K.
  • Goelzer Investment Management first reported a position in Lakeland Financial Corp in Q4 2023 and held it in 3 quarters.
  • Goelzer Investment Management's Lakeland Financial Corp position peaked at $394K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2024.

Based on Goelzer Investment Management's 13F filing for Q3 2024, filed 4 Oct 2024.