Lucas Capital Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Lucas Capital 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
2020 Q4	$918K	Buy	72,265 +1,326	+2%	+$15.6K	1.07%	27
2020 Q3	$706K	Hold	70,939	–	–	0.95%	29
2020 Q2	$811K	Hold	70,939	–	–	1.11%	29
2020 Q1	$767K	Sell	70,939 -3,693	-5%	-$54.7K	1.16%	31
2019 Q4	$1.3M	Sell	74,632 -9,925	-12%	-$163K	1.54%	28
2019 Q3	$1.3M	Buy	84,557 +29,719	+54%	+$463K	1.66%	26
2019 Q2	$886K	Hold	54,838	–	–	1.05%	33
2019 Q1	$819K	Hold	54,838	–	–	0.97%	38
2018 Q4	$812K	Buy	54,838 +28,719	+110%	+$464K	1.07%	32
2018 Q3	$471K	Sell	26,119 -700	-3%	-$13.6K	0.57%	42
2018 Q2	$532K	Buy	26,819 +7,567	+39%	+$152K	0.5%	47
2018 Q1	$379K	Hold	19,252	–	–	0.37%	54
2017 Q4	$371K	Hold	19,252	–	–	0.32%	61
2017 Q3	$393K	Hold	19,252	–	–	0.35%	58
2017 Q2	$363K	Hold	19,252	–	–	0.26%	79
2017 Q1	$377K	Hold	19,252	–	–	0.28%	74
2016 Q4	$375K	Buy	19,252 +800	+4%	+$13K	0.27%	76
2016 Q3	$259K	Hold	18,452	–	–	0.2%	82
2016 Q2	$210K	Hold	18,452	–	–	0.15%	99
2016 Q1	$187K	Hold	18,452	–	–	0.14%	101
2015 Q4	$218K	Hold	18,452	–	–	0.14%	108
2015 Q3	$205K	Hold	18,452	–	–	0.12%	111
2015 Q2	$219K	Hold	18,452	–	–	0.1%	121
2015 Q1	$212K	Hold	18,452	–	–	0.09%	121
2014 Q4	$216K	Buy	18,452 +1,764	+11%	+$19.3K	0.08%	122
2014 Q3	$163K	Hold	16,688	–	–	0.05%	137
2014 Q2	$180K	Sell	16,688 -1	-0%	-$10	0.06%	144
2014 Q1	$179K	Hold	16,689	–	–	0.06%	131
2013 Q4	$197K	Buy	+16,689	New	+$189K	0.07%	134

Other funds holding LBAI

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

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Lucas Capital Management's LBAI Position: Q4 2020 in Review

Lucas Capital Management increased its Lakeland Bancorp Inc (LBAI) stake by 1.9% in Q4 2020, buying an estimated $15.6K and bringing the position to 72,265 shares worth $918K. The position accounts for 1.07% of the portfolio, ranked #27.

Lucas Capital Management first reported a position in LBAI in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.3M in Q3 2019. 151 funds tracked by Wall St. Rank hold LBAI as of Q4 2020.

Lucas Capital Management held 72,265 shares of Lakeland Bancorp Inc worth $918K as of Q4 2020.
Lucas Capital Management bought 1,326 Lakeland Bancorp Inc shares in Q4 2020, an estimated $15.6K.
Lakeland Bancorp Inc made up 1.07% of Lucas Capital Management's portfolio in Q4 2020, its #27 holding.
Lucas Capital Management first reported a position in Lakeland Bancorp Inc in Q4 2013 and has held it in 29 quarters since.
Lucas Capital Management's Lakeland Bancorp Inc position peaked at $1.3M in Q3 2019.
151 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2020.

Based on Lucas Capital Management's 13F filing for Q4 2020, filed 27 Jan 2021.