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Harding Loevner’s Lakeland Financial Corp LKFN Stock Holding History

Harding Loevner’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
2022
Q4 		– Sell
-370
Closed -$27K – 123
2022
Q3 		$27K Sell
370
-52
-12% -$3.88K ﹤0.01% 114
2022
Q2 		$28K Hold
422
– – ﹤0.01% 115
2022
Q1 		$31K Buy
422
+38
+10% +$3.04K ﹤0.01% 110
2021
Q4 		$31K Buy
+384
New +$28.6K ﹤0.01% 124

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harding Loevner's LKFN Position: Q4 2022 in Review

Harding Loevner sold out of Lakeland Financial Corp (LKFN) in Q4 2022, closing a stake of 370 shares — an estimated $27K sold.

Harding Loevner first reported a position in LKFN in Q4 2021 and held it in 4 quarters. The position peaked at $31K in Q1 2022. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2022.

  • Harding Loevner reported no remaining Lakeland Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Harding Loevner sold 370 Lakeland Financial Corp shares in Q4 2022, an estimated $27K.
  • Harding Loevner first reported a position in Lakeland Financial Corp in Q4 2021 and held it in 4 quarters.
  • Harding Loevner's Lakeland Financial Corp position peaked at $31K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2022.

Based on Harding Loevner's 13F filing for Q4 2022, filed 14 Feb 2023.