Grantham, Mayo, Van Otterloo & Co (GMO)’s Lakeland Financial Corp LKFN Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2021 Q2	–	Sell	-12,713	Closed	-$880K	–	798
2021 Q1	$880K	Sell	12,713 -30,819	-71%	-$2.02M	﹤0.01%	613
2020 Q4	$2.33M	Sell	43,532 -18,600	-30%	-$945K	0.01%	413
2020 Q3	$2.56M	Buy	+62,132	New	+$2.81M	0.02%	365
2019 Q2	–	Sell	-8,800	Closed	-$398K	–	741
2019 Q1	$398K	Buy	+8,800	New	+$401K	﹤0.01%	610

Other funds holding LKFN

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s LKFN Position: Q2 2021 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Lakeland Financial Corp (LKFN) in Q2 2021, closing a stake of 12,713 shares — an estimated $880K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LKFN in Q1 2019 and held it in 4 quarters. The position peaked at $2.56M in Q3 2020. 166 funds tracked by Wall St. Rank hold LKFN as of Q2 2021.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Lakeland Financial Corp position as of Q2 2021 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 12,713 Lakeland Financial Corp shares in Q2 2021, an estimated $880K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Lakeland Financial Corp in Q1 2019 and held it in 4 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Lakeland Financial Corp position peaked at $2.56M in Q3 2020.
166 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2021.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2021, filed 12 Aug 2021.