Jacobs Levy Equity Management
LBAI

Jacobs Levy Equity Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Jacobs Levy Equity 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
2023
Q1 		– Sell
-13,498
Closed -$238K – 1083
2022
Q4 		$238K Sell
13,498
-5,702
-30% -$102K ﹤0.01% 887
2022
Q3 		$307K Sell
19,200
-88,455
-82% -$1.41M ﹤0.01% 888
2022
Q2 		$1.57M Buy
107,655
+2,356
+2% +$36.1K 0.01% 657
2022
Q1 		$1.76M Sell
105,299
-7,856
-7% -$145K 0.01% 646
2021
Q4 		$2.15M Sell
113,155
-11,783
-9% -$217K 0.01% 605
2021
Q3 		$2.2M Sell
124,938
-981
-0.8% -$16.3K 0.01% 601
2021
Q2 		$2.2M Buy
125,919
+19,294
+18% +$350K 0.01% 574
2021
Q1 		$1.86M Buy
106,625
+44
+0% +$681 0.01% 609
2020
Q4 		$1.35M Sell
106,581
-3,159
-3% -$37.2K 0.01% 653
2020
Q3 		$1.09M Sell
109,740
-12,436
-10% -$132K 0.01% 645
2020
Q2 		$1.4M Buy
122,176
+1,666
+1% +$17.9K 0.02% 600
2020
Q1 		$1.3M Buy
120,510
+41,703
+53% +$618K 0.02% 569
2019
Q4 		$1.37M Buy
78,807
+21,275
+37% +$350K 0.01% 623
2019
Q3 		$888K Hold
57,532
– – 0.01% 630
2019
Q2 		$929K Sell
57,532
-4,279
-7% -$68K 0.01% 654
2019
Q1 		$923K Sell
61,811
-8,000
-11% -$127K 0.01% 680
2018
Q4 		$1.03M Sell
69,811
-200
-0.3% -$3.23K 0.02% 590
2018
Q3 		$1.26M Buy
+70,011
New +$1.36M 0.02% 610

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobs Levy Equity Management's LBAI Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of Lakeland Bancorp Inc (LBAI) in Q1 2023, closing a stake of 13,498 shares — an estimated $238K sold.

Jacobs Levy Equity Management first reported a position in LBAI in Q3 2018 and held it in 18 quarters. The position peaked at $2.2M in Q3 2021. 176 funds tracked by Wall St. Rank hold LBAI as of Q1 2023.

  • Jacobs Levy Equity Management reported no remaining Lakeland Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 13,498 Lakeland Bancorp Inc shares in Q1 2023, an estimated $238K.
  • Jacobs Levy Equity Management first reported a position in Lakeland Bancorp Inc in Q3 2018 and held it in 18 quarters.
  • Jacobs Levy Equity Management's Lakeland Bancorp Inc position peaked at $2.2M in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.