Kore Private Wealth’s Lakeland Bancorp Inc LBAI Stock Holding History

Kore Private Wealth’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	$259K	Hold	16,198	–	–	0.05%	207
2022 Q2	$237K	Hold	16,198	–	–	0.04%	249
2022 Q1	$271K	Hold	16,198	–	–	0.03%	266
2021 Q4	$308K	Sell	16,198 -50	-0.3%	-$919	0.04%	236
2021 Q3	$286K	Hold	16,248	–	–	0.03%	341
2021 Q2	$284K	Buy	16,248 +50	+0.3%	+$907	0.03%	326
2021 Q1	$282K	Hold	16,198	–	–	0.04%	288
2020 Q4	$206K	Hold	16,198	–	–	0.03%	308
2020 Q3	$161K	Hold	16,198	–	–	0.03%	253
2020 Q2	$185K	Hold	16,198	–	–	0.04%	248
2020 Q1	$175K	Hold	16,198	–	–	0.04%	224
2019 Q4	$282K	Hold	16,198	–	–	0.05%	206
2019 Q3	$246K	Hold	16,198	–	–	0.06%	192
2019 Q2	$262K	Hold	16,198	–	–	0.06%	185
2019 Q1	$242K	Hold	16,198	–	–	0.05%	184
2018 Q4	$240K	Buy	+16,198	New	+$262K	0.07%	179

Other funds holding LBAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

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

Kore Private Wealth's LBAI Position: Q3 2022 in Review

Kore Private Wealth held its Lakeland Bancorp Inc (LBAI) position steady in Q3 2022 at 16,198 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #207.

Kore Private Wealth first reported a position in LBAI in Q4 2018 and has held it in 16 quarters since. The position peaked at $308K in Q4 2021. 186 funds tracked by Wall St. Rank hold LBAI as of Q3 2022.

Kore Private Wealth held 16,198 shares of Lakeland Bancorp Inc worth $259K as of Q3 2022.
Kore Private Wealth left its Lakeland Bancorp Inc share count unchanged in Q3 2022.
Lakeland Bancorp Inc made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #207 holding.
Kore Private Wealth first reported a position in Lakeland Bancorp Inc in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Lakeland Bancorp Inc position peaked at $308K in Q4 2021.
186 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.