KA
LBAI

Kaizen Advisory’s Lakeland Bancorp Inc LBAI Stock Holding History

Kaizen Advisory’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
2018
Q3 		– Sell
-55,389
Closed -$1.1M – 620
2018
Q2 		$1.1M Buy
55,389
+41,516
+299% +$834K 0.56% 65
2018
Q1 		$275K Buy
+13,873
New +$278K 0.27% 58

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kaizen Advisory's LBAI Position: Q3 2018 in Review

Kaizen Advisory sold out of Lakeland Bancorp Inc (LBAI) in Q3 2018, closing a stake of 55,389 shares — an estimated $1.1M sold.

Kaizen Advisory first reported a position in LBAI in Q1 2018 and held it in 2 quarters. The position peaked at $1.1M in Q2 2018. 121 funds tracked by Wall St. Rank hold LBAI as of Q3 2018.

  • Kaizen Advisory reported no remaining Lakeland Bancorp Inc position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 55,389 Lakeland Bancorp Inc shares in Q3 2018, an estimated $1.1M.
  • Kaizen Advisory first reported a position in Lakeland Bancorp Inc in Q1 2018 and held it in 2 quarters.
  • Kaizen Advisory's Lakeland Bancorp Inc position peaked at $1.1M in Q2 2018.
  • 121 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.