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Marshall Wace North America’s Lakeland Financial Corp LKFN Stock Holding History

Marshall Wace North America’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
2020
Q2 		– Sell
-15,762
Closed -$579K – 1330
2020
Q1 		$579K Buy
+15,762
New +$685K ﹤0.01% 723
2017
Q2 		– Sell
-11,332
Closed -$487K – 1384
2017
Q1 		$487K Buy
+11,332
New +$506K ﹤0.01% 819

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace North America's LKFN Position: Q2 2020 in Review

Marshall Wace North America sold out of Lakeland Financial Corp (LKFN) in Q2 2020, closing a stake of 15,762 shares — an estimated $579K sold.

Marshall Wace North America first reported a position in LKFN in Q1 2017 and held it in 2 quarters. The position peaked at $579K in Q1 2020. 133 funds tracked by Wall St. Rank hold LKFN as of Q2 2020.

  • Marshall Wace North America reported no remaining Lakeland Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Marshall Wace North America sold 15,762 Lakeland Financial Corp shares in Q2 2020, an estimated $579K.
  • Marshall Wace North America first reported a position in Lakeland Financial Corp in Q1 2017 and held it in 2 quarters.
  • Marshall Wace North America's Lakeland Financial Corp position peaked at $579K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2020.

Based on Marshall Wace North America's 13F filing for Q2 2020, filed 13 Aug 2020.