Macquarie Group
LKFN icon

Macquarie Group’s Lakeland Financial Corp LKFN Stock Holding History

Macquarie Group’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
2022
Q3 		– Sell
-67,476
Closed -$5.03M – 2104
2022
Q2 		$4.48M Sell
67,476
-5,266
-7% -$376K 0.01% 1064
2022
Q1 		$5.31K Sell
72,742
-108,559
-60% -$8.67M ﹤0.01% 1100
2021
Q4 		$14.5M Buy
181,301
+3,013
+2% +$224K 0.01% 851
2021
Q3 		$12.7M Buy
178,288
+566
+0.3% +$36.8K 0.01% 869
2021
Q2 		$11M Buy
177,722
+3,150
+2% +$202K 0.01% 915
2021
Q1 		$12.1M Buy
174,572
+5,402
+3% +$354K 0.02% 673
2020
Q4 		$9.06M Buy
169,170
+26,520
+19% +$1.35M 0.01% 726
2020
Q3 		$5.88M Buy
142,650
+13,916
+11% +$629K 0.01% 777
2020
Q2 		$6M Buy
+128,734
New +$5.26M 0.01% 757
2019
Q1 		– Sell
-157
Closed -$6K – 1867
2018
Q4 		$6K Sell
157
-1,553
-91% -$67.5K ﹤0.01% 2050
2018
Q3 		$79K Buy
1,710
+610
+55% +$29.8K ﹤0.01% 1636
2018
Q2 		$53K Sell
1,100
-2,600
-70% -$126K ﹤0.01% 1939
2018
Q1 		$171K Buy
+3,700
New +$177K ﹤0.01% 1756
2017
Q4 		– Sell
-6,442
Closed -$314K – 2411
2017
Q3 		$314K Buy
+6,442
New +$291K ﹤0.01% 1602
2016
Q2 		– Sell
-80,573
Closed -$2.46M – 1617
2016
Q1 		$2.46M Sell
80,573
-51,519
-39% -$1.49M 0.01% 889
2015
Q4 		$4.11M Sell
132,092
-25,434
-16% -$792K 0.01% 752
2015
Q3 		$4.74M Buy
157,526
+37,526
+31% +$1.06M 0.01% 729
2015
Q2 		$3.47M Hold
120,000
– – 0.01% 865
2015
Q1 		$3.25M Buy
120,000
+60,000
+100% +$1.6M 0.01% 881
2014
Q4 		$1.74M Hold
60,000
– – ﹤0.01% 1056
2014
Q3 		$1.5M Hold
60,000
– – ﹤0.01% 1085
2014
Q2 		$1.53M Hold
60,000
– – ﹤0.01% 1130
2014
Q1 		$1.61M Hold
60,000
– – ﹤0.01% 1069
2013
Q4 		$1.56M Hold
60,000
– – ﹤0.01% 1064
2013
Q3 		$1.31M Hold
60,000
– – ﹤0.01% 1088
2013
Q2 		$1.11M Buy
+60,000
New +$1.09M ﹤0.01% 1132

Other funds holding LKFN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group's LKFN Position: Q3 2022 in Review

Macquarie Group sold out of Lakeland Financial Corp (LKFN) in Q3 2022, closing a stake of 67,476 shares — an estimated $5.03M sold.

Macquarie Group first reported a position in LKFN in Q2 2013 and held it in 26 quarters. The position peaked at $14.5M in Q4 2021. 219 funds tracked by Wall St. Rank hold LKFN as of Q3 2022.

  • Macquarie Group reported no remaining Lakeland Financial Corp position as of Q3 2022 after selling out during the quarter.
  • Macquarie Group sold 67,476 Lakeland Financial Corp shares in Q3 2022, an estimated $5.03M.
  • Macquarie Group first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 26 quarters.
  • Macquarie Group's Lakeland Financial Corp position peaked at $14.5M in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2022.

Based on Macquarie Group's 13F filing for Q3 2022, filed 14 Nov 2022.