HIM
LBAI

Hotaling Investment Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Hotaling Investment Management’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
Q4 		$182K Sell
10,354
-50
-0.5% -$892 0.08% 120
2022
Q3 		$167K Hold
10,404
– – 0.08% 111
2022
Q2 		$152K Buy
10,404
+334
+3% +$5.12K 0.07% 121
2022
Q1 		$168K Buy
+10,070
New +$186K 0.06% 126
2020
Q3 		– Sell
-11,461
Closed -$131K – 116
2020
Q2 		$131K Sell
11,461
-1,130
-9% -$12.2K 0.08% 104
2020
Q1 		$136K Sell
12,591
-874
-6% -$12.9K 0.1% 95
2019
Q4 		$234K Buy
13,465
+3,102
+30% +$51.1K 0.13% 100
2019
Q3 		$160K Hold
10,363
– – 0.1% 113
2019
Q2 		$167K Sell
10,363
-58
-0.6% -$922 0.11% 117
2019
Q1 		$156K Sell
10,421
-146
-1% -$2.31K 0.11% 118
2018
Q4 		$156K Buy
+10,567
New +$171K 0.13% 110

Other funds holding LBAI

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
State Street
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
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotaling Investment Management's LBAI Position: Q4 2022 in Review

Hotaling Investment Management reduced its Lakeland Bancorp Inc (LBAI) stake by 0.48% in Q4 2022, selling an estimated $892 and leaving 10,354 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #120.

Hotaling Investment Management first reported a position in LBAI in Q4 2018 and has held it in 11 quarters since. The position peaked at $234K in Q4 2019. 178 funds tracked by Wall St. Rank hold LBAI as of Q4 2022.

  • Hotaling Investment Management held 10,354 shares of Lakeland Bancorp Inc worth $182K as of Q4 2022.
  • Hotaling Investment Management sold 50 Lakeland Bancorp Inc shares in Q4 2022, an estimated $892.
  • Lakeland Bancorp Inc made up 0.08% of Hotaling Investment Management's portfolio in Q4 2022, its #120 holding.
  • Hotaling Investment Management first reported a position in Lakeland Bancorp Inc in Q4 2018 and has held it in 11 quarters since.
  • Hotaling Investment Management's Lakeland Bancorp Inc position peaked at $234K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.