GFS
LBAI

GYL Financial Synergies’s Lakeland Bancorp Inc LBAI Stock Holding History

GYL Financial Synergies’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
-10,335
Closed -$153K – 382
2023
Q4 		$153K Buy
+10,335
New +$132K 0.01% 362
2023
Q3 		– Sell
-10,151
Closed -$136K – 348
2023
Q2 		$136K Buy
+10,151
New +$142K 0.01% 341

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $303B AUM 53.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GYL Financial Synergies's LBAI Position: Q1 2024 in Review

GYL Financial Synergies sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 10,335 shares — an estimated $153K sold.

GYL Financial Synergies first reported a position in LBAI in Q2 2023 and held it in 2 quarters. The position peaked at $153K in Q4 2023. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

  • GYL Financial Synergies reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 10,335 Lakeland Bancorp Inc shares in Q1 2024, an estimated $153K.
  • GYL Financial Synergies first reported a position in Lakeland Bancorp Inc in Q2 2023 and held it in 2 quarters.
  • GYL Financial Synergies's Lakeland Bancorp Inc position peaked at $153K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on GYL Financial Synergies's 13F filing for Q1 2024, filed 14 May 2024.