Loomis, Sayles & Company
LKFN icon

Loomis, Sayles & Company’s Lakeland Financial Corp LKFN Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-356,661
Closed -$22.3M – 1033
2023
Q1 		$22.3M Sell
356,661
-187,048
-34% -$13M 0.04% 222
2022
Q4 		$39.7M Sell
543,709
-13,004
-2% -$996K 0.08% 132
2022
Q3 		$40.5M Sell
556,713
-6,714
-1% -$500K 0.08% 125
2022
Q2 		$37.4M Sell
563,427
-2,859
-0.5% -$204K 0.07% 141
2022
Q1 		$41.3M Buy
566,286
+40,868
+8% +$3.26M 0.06% 164
2021
Q4 		$42.1M Sell
525,418
-12,031
-2% -$896K 0.05% 185
2021
Q3 		$38.3M Buy
537,449
+109,287
+26% +$7.11M 0.05% 210
2021
Q2 		$26.4M Buy
+428,162
New +$27.4M 0.03% 266

Other funds holding LKFN

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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