Lord, Abbett & Co
LKFN icon

Lord, Abbett & Co’s Lakeland Financial Corp LKFN Stock Holding History

Lord, Abbett & Co’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
2014
Q1 		– Sell
-239,700
Closed -$6.23M – 1044
2013
Q4 		$6.23M Sell
239,700
-90,750
-27% -$2.18M 0.01% 780
2013
Q3 		$7.19M Buy
330,450
+18,450
+6% +$391K 0.02% 712
2013
Q2 		$5.77M Buy
+312,000
New +$5.66M 0.01% 769

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lord, Abbett & Co's LKFN Position: Q1 2014 in Review

Lord, Abbett & Co sold out of Lakeland Financial Corp (LKFN) in Q1 2014, closing a stake of 239,700 shares — an estimated $6.23M sold.

Lord, Abbett & Co first reported a position in LKFN in Q2 2013 and held it in 3 quarters. The position peaked at $7.19M in Q3 2013. 121 funds tracked by Wall St. Rank hold LKFN as of Q1 2014.

  • Lord, Abbett & Co reported no remaining Lakeland Financial Corp position as of Q1 2014 after selling out during the quarter.
  • Lord, Abbett & Co sold 239,700 Lakeland Financial Corp shares in Q1 2014, an estimated $6.23M.
  • Lord, Abbett & Co first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 3 quarters.
  • Lord, Abbett & Co's Lakeland Financial Corp position peaked at $7.19M in Q3 2013.
  • 121 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2014.

Based on Lord, Abbett & Co's 13F filing for Q1 2014, filed 15 May 2014.