Lido Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Lido Advisors’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
2022 Q3	–	Sell	-4,983	Closed	-$330K	–	999
2022 Q2	$330K	Buy	+4,983	New	+$355K	﹤0.01%	701

Other funds holding LKFN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors's LKFN Position: Q3 2022 in Review

Lido Advisors sold out of Lakeland Financial Corp (LKFN) in Q3 2022, closing a stake of 4,983 shares — an estimated $330K sold.

Lido Advisors first reported a position in LKFN in Q2 2022 and held it in 1 quarter. The position peaked at $330K in Q2 2022. 219 funds tracked by Wall St. Rank hold LKFN as of Q3 2022.

Lido Advisors reported no remaining Lakeland Financial Corp position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 4,983 Lakeland Financial Corp shares in Q3 2022, an estimated $330K.
Lido Advisors first reported a position in Lakeland Financial Corp in Q2 2022 and held it in 1 quarter.
Lido Advisors's Lakeland Financial Corp position peaked at $330K in Q2 2022.
219 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.