Herold Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-200	Closed	-$3.34K	–	710
2022 Q1	$3.34K	Buy	+200	New	+$3.69K	﹤0.01%	691
2021 Q4	–	Sell	-300	Closed	-$5K	–	686
2021 Q3	$5K	Buy	+300	New	+$4.98K	﹤0.01%	672

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

SFM

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

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

BFC

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

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

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Herold Advisors's LBAI Position: Q2 2022 in Review

Herold Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q2 2022, closing a stake of 200 shares — an estimated $3.34K sold.

Herold Advisors first reported a position in LBAI in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 183 funds tracked by Wall St. Rank hold LBAI as of Q2 2022.

Herold Advisors reported no remaining Lakeland Bancorp Inc position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 200 Lakeland Bancorp Inc shares in Q2 2022, an estimated $3.34K.
Herold Advisors first reported a position in Lakeland Bancorp Inc in Q3 2021 and held it in 2 quarters.
Herold Advisors's Lakeland Bancorp Inc position peaked at $5K in Q3 2021.
183 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.