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Key Financial Inc’s Lakeland Financial Corp LKFN Stock Holding History

Key Financial Inc’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
-107
Closed -$5.08K – 1342
2023
Q3 		$5.08K Sell
107
-77
-42% -$3.98K ﹤0.01% 901
2023
Q2 		$8.93K Buy
184
+77
+72% +$4.03K ﹤0.01% 765
2023
Q1 		$6.7K Hold
107
– – ﹤0.01% 761
2022
Q4 		$7.79K Hold
107
– – ﹤0.01% 690
2022
Q3 		$8K Hold
107
– – ﹤0.01% 683
2022
Q2 		$7K Hold
107
– – ﹤0.01% 722
2022
Q1 		$8K Buy
+107
New +$8.55K ﹤0.01% 690

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 $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's LKFN Position: Q4 2023 in Review

Key Financial Inc sold out of Lakeland Financial Corp (LKFN) in Q4 2023, closing a stake of 107 shares — an estimated $5.08K sold.

Key Financial Inc first reported a position in LKFN in Q1 2022 and held it in 7 quarters. The position peaked at $8.93K in Q2 2023. 207 funds tracked by Wall St. Rank hold LKFN as of Q4 2023.

  • Key Financial Inc reported no remaining Lakeland Financial Corp position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 107 Lakeland Financial Corp shares in Q4 2023, an estimated $5.08K.
  • Key Financial Inc first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 7 quarters.
  • Key Financial Inc's Lakeland Financial Corp position peaked at $8.93K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.