MassMutual Private Wealth & Trust’s Lakeland Bancorp Inc LBAI Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-34	Closed	-$429	–	2125
2023 Q3	$429	Buy	+34	New	+$471	﹤0.01%	1851
2022 Q1	–	Sell	-82	Closed	-$1.51K	–	1667
2021 Q4	$2K	Buy	+82	New	+$1.51K	﹤0.01%	1139
2018 Q4	–	Sell	-862	Closed	-$15.6K	–	1051
2018 Q3	$15.6K	Hold	862	–	–	﹤0.01%	543
2018 Q2	$17.1K	Hold	862	–	–	﹤0.01%	524
2018 Q1	$17.1K	Buy	+862	New	+$17.3K	﹤0.01%	527

Other funds holding LBAI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's LBAI Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Lakeland Bancorp Inc (LBAI) in Q4 2023, closing a stake of 34 shares — an estimated $429 sold.

MassMutual Private Wealth & Trust first reported a position in LBAI in Q1 2018 and held it in 5 quarters. The position peaked at $17.1K in Q2 2018. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

MassMutual Private Wealth & Trust reported no remaining Lakeland Bancorp Inc position as of Q4 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 34 Lakeland Bancorp Inc shares in Q4 2023, an estimated $429.
MassMutual Private Wealth & Trust first reported a position in Lakeland Bancorp Inc in Q1 2018 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Lakeland Bancorp Inc position peaked at $17.1K in Q2 2018.
174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.