Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Lakeland Financial Corp LKFN Stock Holding History

Jacobs Levy Equity Management’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
2014
Q1 		– Sell
-27,164
Closed -$706K – 954
2013
Q4 		$706K Buy
27,164
+13,214
+95% +$317K 0.01% 654
2013
Q3 		$304K Buy
+13,950
New +$295K 0.01% 792

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobs Levy Equity Management's LKFN Position: Q1 2014 in Review

Jacobs Levy Equity Management sold out of Lakeland Financial Corp (LKFN) in Q1 2014, closing a stake of 27,164 shares — an estimated $706K sold.

Jacobs Levy Equity Management first reported a position in LKFN in Q3 2013 and held it in 2 quarters. The position peaked at $706K in Q4 2013. 121 funds tracked by Wall St. Rank hold LKFN as of Q1 2014.

  • Jacobs Levy Equity Management reported no remaining Lakeland Financial Corp position as of Q1 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 27,164 Lakeland Financial Corp shares in Q1 2014, an estimated $706K.
  • Jacobs Levy Equity Management first reported a position in Lakeland Financial Corp in Q3 2013 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Lakeland Financial Corp position peaked at $706K in Q4 2013.
  • 121 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2014, filed 15 May 2014.