HeadInvest LLC’s Lakeland Bancorp Inc LBAI Stock Holding History

HeadInvest LLC’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
2023 Q2	–	Sell	-11,308	Closed	-$177K	–	232
2023 Q1	$177K	Buy	+11,308	New	+$206K	0.04%	223

Other funds holding LBAI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HeadInvest LLC's LBAI Position: Q2 2023 in Review

HeadInvest LLC sold out of Lakeland Bancorp Inc (LBAI) in Q2 2023, closing a stake of 11,308 shares — an estimated $177K sold.

HeadInvest LLC first reported a position in LBAI in Q1 2023 and held it in 1 quarter. The position peaked at $177K in Q1 2023. 175 funds tracked by Wall St. Rank hold LBAI as of Q2 2023.

HeadInvest LLC reported no remaining Lakeland Bancorp Inc position as of Q2 2023 after selling out during the quarter.
HeadInvest LLC sold 11,308 Lakeland Bancorp Inc shares in Q2 2023, an estimated $177K.
HeadInvest LLC first reported a position in Lakeland Bancorp Inc in Q1 2023 and held it in 1 quarter.
HeadInvest LLC's Lakeland Bancorp Inc position peaked at $177K in Q1 2023.
175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2023.

Based on HeadInvest LLC's 13F filing for Q2 2023, filed 23 Aug 2023.