Ken Fisher
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Ken Fisher’s Lakeland Financial Corp LKFN Stock Holding History

Ken Fisher’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
2023
Q4 		– Sell
-38
Closed -$1.8K – 1064
2023
Q3 		$1.8K Hold
38
– – ﹤0.01% 1158
2023
Q2 		$1.84K Buy
+38
New +$1.99K ﹤0.01% 1152

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Fisher's LKFN Position: Q4 2023 in Review

Ken Fisher sold out of Lakeland Financial Corp (LKFN) in Q4 2023, closing a stake of 38 shares — an estimated $1.8K sold.

Ken Fisher first reported a position in LKFN in Q2 2023 and held it in 2 quarters. The position peaked at $1.84K in Q2 2023. 207 funds tracked by Wall St. Rank hold LKFN as of Q4 2023.

  • Ken Fisher reported no remaining Lakeland Financial Corp position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 38 Lakeland Financial Corp shares in Q4 2023, an estimated $1.8K.
  • Ken Fisher first reported a position in Lakeland Financial Corp in Q2 2023 and held it in 2 quarters.
  • Ken Fisher's Lakeland Financial Corp position peaked at $1.84K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.