Jones Financial Companies
LBAI

Jones Financial Companies’s Lakeland Bancorp Inc LBAI Stock Holding History

Jones Financial Companies’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
-543
Closed -$9K – 856
2022
Q1 		$9K Buy
+543
New +$10K ﹤0.01% 528

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Jones Financial Companies's LBAI Position: Q2 2022 in Review

Jones Financial Companies sold out of Lakeland Bancorp Inc (LBAI) in Q2 2022, closing a stake of 543 shares — an estimated $9K sold.

Jones Financial Companies first reported a position in LBAI in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 183 funds tracked by Wall St. Rank hold LBAI as of Q2 2022.

  • Jones Financial Companies reported no remaining Lakeland Bancorp Inc position as of Q2 2022 after selling out during the quarter.
  • Jones Financial Companies sold 543 Lakeland Bancorp Inc shares in Q2 2022, an estimated $9K.
  • Jones Financial Companies first reported a position in Lakeland Bancorp Inc in Q1 2022 and held it in 1 quarter.
  • Jones Financial Companies's Lakeland Bancorp Inc position peaked at $9K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2022.

Based on Jones Financial Companies's 13F filing for Q2 2022, filed 8 Aug 2022.