GI
LBAI

Gradient Investments’s Lakeland Bancorp Inc LBAI Stock Holding History

Gradient Investments’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
-48
Closed -$714 – 1892
2023
Q4 		$714 Hold
48
– – ﹤0.01% 1513
2023
Q3 		$602 Buy
48
+1
+2% +$14 ﹤0.01% 1509
2023
Q2 		$633 Hold
47
– – ﹤0.01% 1490
2023
Q1 		$731 Buy
47
+1
+2% +$18 ﹤0.01% 1240
2022
Q4 		$816 Buy
+46
New +$820 ﹤0.01% 1232

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gradient Investments's LBAI Position: Q1 2024 in Review

Gradient Investments sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 48 shares — an estimated $714 sold.

Gradient Investments first reported a position in LBAI in Q4 2022 and held it in 5 quarters. The position peaked at $816 in Q4 2022. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

  • Gradient Investments reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 48 Lakeland Bancorp Inc shares in Q1 2024, an estimated $714.
  • Gradient Investments first reported a position in Lakeland Bancorp Inc in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's Lakeland Bancorp Inc position peaked at $816 in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.