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Hancock Whitney’s Lakeland Financial Corp LKFN Stock Holding History

Hancock Whitney’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
Q2 		– Sell
-3,043
Closed -$202K – 628
2024
Q1 		$202K Sell
3,043
-57
-2% -$3.68K 0.01% 620
2023
Q4 		$202K Buy
+3,100
New +$171K 0.01% 616
2023
Q2 		– Sell
-4,928
Closed -$309K – 642
2023
Q1 		$309K Sell
4,928
-709
-13% -$49.5K 0.01% 539
2022
Q4 		$411K Sell
5,637
-23
-0.4% -$1.76K 0.02% 464
2022
Q3 		$412K Sell
5,660
-106
-2% -$7.9K 0.02% 453
2022
Q2 		$383K Sell
5,766
-345
-6% -$24.6K 0.02% 483
2022
Q1 		$446K Sell
6,111
-419
-6% -$33.5K 0.02% 497
2021
Q4 		$523K Sell
6,530
-688
-10% -$51.3K 0.02% 471
2021
Q3 		$514K Buy
7,218
+21
+0.3% +$1.37K 0.02% 465
2021
Q2 		$444K Sell
7,197
-156
-2% -$9.99K 0.01% 587
2021
Q1 		$509K Sell
7,353
-119
-2% -$7.81K 0.02% 539
2020
Q4 		$400K Sell
7,472
-9
-0.1% -$457 0.01% 592
2020
Q3 		$308K Buy
7,481
+292
+4% +$13.2K 0.01% 620
2020
Q2 		$335K Sell
7,189
-2,521
-26% -$103K 0.01% 591
2020
Q1 		$357K Buy
9,710
+2,283
+31% +$99.2K 0.01% 583
2019
Q4 		$363K Buy
+7,427
New +$346K 0.01% 636

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Hancock Whitney's LKFN Position: Q2 2024 in Review

Hancock Whitney sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 3,043 shares — an estimated $202K sold.

Hancock Whitney first reported a position in LKFN in Q4 2019 and held it in 16 quarters. The position peaked at $523K in Q4 2021. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

  • Hancock Whitney reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Hancock Whitney sold 3,043 Lakeland Financial Corp shares in Q2 2024, an estimated $202K.
  • Hancock Whitney first reported a position in Lakeland Financial Corp in Q4 2019 and held it in 16 quarters.
  • Hancock Whitney's Lakeland Financial Corp position peaked at $523K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Hancock Whitney's 13F filing for Q2 2024, filed 13 Aug 2024.