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Lokken Investment Group’s Archer Daniels Midland ADM Stock Holding History

Lokken Investment Group’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,894
Closed -$390K – 131
2023
Q1 		$390K Sell
4,894
-276
-5% -$22.5K 0.3% 83
2022
Q4 		$480K Buy
5,170
+325
+7% +$30K 0.38% 61
2022
Q3 		$390K Hold
4,845
– – 0.34% 63
2022
Q2 		$376K Buy
+4,845
New +$424K 0.3% 73

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lokken Investment Group's ADM Position: Q2 2023 in Review

Lokken Investment Group sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 4,894 shares — an estimated $390K sold.

Lokken Investment Group first reported a position in ADM in Q2 2022 and held it in 4 quarters. The position peaked at $480K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • Lokken Investment Group reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
  • Lokken Investment Group sold 4,894 Archer Daniels Midland shares in Q2 2023, an estimated $390K.
  • Lokken Investment Group first reported a position in Archer Daniels Midland in Q2 2022 and held it in 4 quarters.
  • Lokken Investment Group's Archer Daniels Midland position peaked at $480K in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on Lokken Investment Group's 13F filing for Q2 2023, filed 9 Aug 2023.