KCM
LBAI

Kennedy Capital Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Kennedy Capital Management’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
Q3 		– Sell
-203,806
Closed -$2.98M – 632
2022
Q2 		$2.98M Sell
203,806
-1,952
-0.9% -$29.9K 0.08% 372
2022
Q1 		$3.44M Sell
205,758
-31,859
-13% -$589K 0.08% 377
2021
Q4 		$4.51M Sell
237,617
-24,217
-9% -$445K 0.1% 368
2021
Q3 		$4.62M Sell
261,834
-352,856
-57% -$5.86M 0.1% 358
2021
Q2 		$10.7M Sell
614,690
-300,915
-33% -$5.46M 0.23% 145
2021
Q1 		$16M Buy
915,605
+78,197
+9% +$1.21M 0.32% 78
2020
Q4 		$10.6M Buy
837,408
+46,443
+6% +$547K 0.24% 133
2020
Q3 		$7.87M Buy
790,965
+195,553
+33% +$2.07M 0.23% 144
2020
Q2 		$6.81M Buy
595,412
+150,159
+34% +$1.62M 0.2% 169
2020
Q1 		$4.81M Buy
445,253
+252,567
+131% +$3.74M 0.18% 201
2019
Q4 		$3.35M Buy
+192,686
New +$3.17M 0.08% 443
2019
Q1 		– Sell
-21,045
Closed -$312K – 733
2018
Q4 		$312K Sell
21,045
-150,994
-88% -$2.44M 0.01% 671
2018
Q3 		$3.1M Sell
172,039
-1,865
-1% -$36.2K 0.06% 520
2018
Q2 		$3.45M Sell
173,904
-114,706
-40% -$2.3M 0.06% 512
2018
Q1 		$5.73M Sell
288,610
-26,373
-8% -$529K 0.11% 338
2017
Q4 		$6.06M Sell
314,983
-3,766
-1% -$76.3K 0.11% 345
2017
Q3 		$6.5M Sell
318,749
-46,317
-13% -$874K 0.12% 302
2017
Q2 		$6.88M Sell
365,066
-11,251
-3% -$217K 0.13% 271
2017
Q1 		$7.38M Sell
376,317
-4,200
-1% -$81K 0.13% 264
2016
Q4 		$7.42M Sell
380,517
-16,588
-4% -$270K 0.13% 266
2016
Q3 		$5.58M Sell
397,105
-6,860
-2% -$87.7K 0.11% 335
2016
Q2 		$4.6M Buy
403,965
+204,047
+102% +$2.28M 0.09% 364
2016
Q1 		$2.03M Buy
+199,918
New +$2.1M 0.04% 578

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Kennedy Capital Management's LBAI Position: Q3 2022 in Review

Kennedy Capital Management sold out of Lakeland Bancorp Inc (LBAI) in Q3 2022, closing a stake of 203,806 shares — an estimated $2.98M sold.

Kennedy Capital Management first reported a position in LBAI in Q1 2016 and held it in 23 quarters. The position peaked at $16M in Q1 2021. 186 funds tracked by Wall St. Rank hold LBAI as of Q3 2022.

  • Kennedy Capital Management reported no remaining Lakeland Bancorp Inc position as of Q3 2022 after selling out during the quarter.
  • Kennedy Capital Management sold 203,806 Lakeland Bancorp Inc shares in Q3 2022, an estimated $2.98M.
  • Kennedy Capital Management first reported a position in Lakeland Bancorp Inc in Q1 2016 and held it in 23 quarters.
  • Kennedy Capital Management's Lakeland Bancorp Inc position peaked at $16M in Q1 2021.
  • 186 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2022.

Based on Kennedy Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.