LSV Asset Management
LBAI

LSV Asset Management’s Lakeland Bancorp Inc LBAI Stock Holding History

LSV Asset Management’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
2023
Q1 		– Sell
-202,536
Closed -$3.57M – 899
2022
Q4 		$3.57M Sell
202,536
-37,263
-16% -$664K 0.01% 545
2022
Q3 		$3.84M Sell
239,799
-27,700
-10% -$441K 0.01% 541
2022
Q2 		$3.91M Sell
267,499
-14,135
-5% -$217K 0.01% 543
2022
Q1 		$4.7M Sell
281,634
-45,500
-14% -$841K 0.01% 537
2021
Q4 		$6.21M Sell
327,134
-26,400
-7% -$485K 0.01% 514
2021
Q3 		$6.23M Sell
353,534
-10,100
-3% -$168K 0.01% 515
2021
Q2 		$6.36M Sell
363,634
-11,500
-3% -$209K 0.01% 517
2021
Q1 		$6.54M Sell
375,134
-11,200
-3% -$173K 0.01% 521
2020
Q4 		$4.91M Hold
386,334
– – 0.01% 559
2020
Q3 		$3.84M Sell
386,334
-28,700
-7% -$304K 0.01% 567
2020
Q2 		$4.74M Sell
415,034
-13,535
-3% -$146K 0.01% 549
2020
Q1 		$4.63M Buy
428,569
+73,400
+21% +$1.09M 0.01% 511
2019
Q4 		$6.17M Sell
355,169
-54,800
-13% -$902K 0.01% 541
2019
Q3 		$6.33M Sell
409,969
-3,814
-0.9% -$59.4K 0.01% 523
2019
Q2 		$6.68M Hold
413,783
– – 0.01% 519
2019
Q1 		$6.18M Buy
413,783
+22,300
+6% +$353K 0.01% 537
2018
Q4 		$5.8M Buy
391,483
+75,400
+24% +$1.22M 0.01% 550
2018
Q3 		$5.71M Buy
316,083
+47,400
+18% +$921K 0.01% 590
2018
Q2 		$5.33M Sell
268,683
-5,000
-2% -$100K 0.01% 595
2018
Q1 		$5.43M Sell
273,683
-5,800
-2% -$116K 0.01% 585
2017
Q4 		$5.38M Hold
279,483
– – 0.01% 580
2017
Q3 		$5.7M Sell
279,483
-5,433
-2% -$103K 0.01% 568
2017
Q2 		$5.37M Sell
284,916
-27,865
-9% -$537K 0.01% 552
2017
Q1 		$6.13M Sell
312,781
-163,430
-34% -$3.15M 0.01% 533
2016
Q4 		$9.29M Sell
476,211
-68,318
-13% -$1.11M 0.02% 479
2016
Q3 		$7.64M Sell
544,529
-27,464
-5% -$351K 0.02% 477
2016
Q2 		$6.51M Buy
571,993
+43,569
+8% +$486K 0.01% 484
2016
Q1 		$5.36M Sell
528,424
-14,404
-3% -$151K 0.01% 502
2015
Q4 		$6.4M Hold
542,828
– – 0.01% 460
2015
Q3 		$6.03M Buy
542,828
+6,439
+1% +$73.5K 0.01% 467
2015
Q2 		$6.38M Buy
536,389
+18,865
+4% +$219K 0.01% 449
2015
Q1 		$5.95M Buy
517,524
+1,030
+0.2% +$11.5K 0.01% 450
2014
Q4 		$6.04M Hold
516,494
– – 0.01% 437
2014
Q3 		$5.04M Buy
516,494
+36,873
+8% +$379K 0.01% 455
2014
Q2 		$5.18M Buy
479,621
+108,927
+29% +$1.13M 0.01% 460
2014
Q1 		$3.97M Buy
370,694
+87,098
+31% +$950K 0.01% 492
2013
Q4 		$3.34M Sell
283,596
-4,305
-1% -$48.8K 0.01% 506
2013
Q3 		$3.08M Sell
287,901
-24,999
-8% -$267K 0.01% 514
2013
Q2 		$3.11M Buy
+312,900
New +$2.92M 0.01% 517

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management's LBAI Position: Q1 2023 in Review

LSV Asset Management sold out of Lakeland Bancorp Inc (LBAI) in Q1 2023, closing a stake of 202,536 shares — an estimated $3.57M sold.

LSV Asset Management first reported a position in LBAI in Q2 2013 and held it in 39 quarters. The position peaked at $9.29M in Q4 2016. 176 funds tracked by Wall St. Rank hold LBAI as of Q1 2023.

  • LSV Asset Management reported no remaining Lakeland Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • LSV Asset Management sold 202,536 Lakeland Bancorp Inc shares in Q1 2023, an estimated $3.57M.
  • LSV Asset Management first reported a position in Lakeland Bancorp Inc in Q2 2013 and held it in 39 quarters.
  • LSV Asset Management's Lakeland Bancorp Inc position peaked at $9.29M in Q4 2016.
  • 176 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2023.

Based on LSV Asset Management's 13F filing for Q1 2023, filed 2 May 2023.