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Jefferies Financial Group’s Lakeland Financial Corp LKFN Stock Holding History

Jefferies Financial Group’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
2024
Q1 		– Sell
-7,500
Closed -$489K – 1843
2023
Q4 		$489K Buy
+7,500
New +$414K ﹤0.01% 1228

Other funds holding LKFN

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Jefferies Financial Group's LKFN Position: Q1 2024 in Review

Jefferies Financial Group sold out of Lakeland Financial Corp (LKFN) in Q1 2024, closing a stake of 7,500 shares — an estimated $489K sold.

Jefferies Financial Group first reported a position in LKFN in Q4 2023 and held it in 1 quarter. The position peaked at $489K in Q4 2023. 225 funds tracked by Wall St. Rank hold LKFN as of Q1 2024.

  • Jefferies Financial Group reported no remaining Lakeland Financial Corp position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 7,500 Lakeland Financial Corp shares in Q1 2024, an estimated $489K.
  • Jefferies Financial Group first reported a position in Lakeland Financial Corp in Q4 2023 and held it in 1 quarter.
  • Jefferies Financial Group's Lakeland Financial Corp position peaked at $489K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.