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Matarin Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Matarin Capital Management’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
-19,388
Closed -$713K – 210
2020
Q1 		$713K Sell
19,388
-1,208
-6% -$52.5K 0.11% 172
2019
Q4 		$1.01M Sell
20,596
-14,434
-41% -$672K 0.1% 184
2019
Q3 		$1.54M Buy
35,030
+2,218
+7% +$98K 0.12% 182
2019
Q2 		$1.54M Buy
32,812
+15,129
+86% +$705K 0.11% 191
2019
Q1 		$800K Buy
17,683
+6,832
+63% +$311K 0.06% 227
2018
Q4 		$436K Sell
10,851
-709
-6% -$30.8K 0.04% 242
2018
Q3 		$537K Hold
11,560
– – 0.03% 245
2018
Q2 		$557K Sell
11,560
-726
-6% -$35.3K 0.04% 243
2018
Q1 		$568K Buy
12,286
+2,587
+27% +$124K 0.04% 242
2017
Q4 		$470K Buy
9,699
+135
+1% +$6.61K 0.04% 253
2017
Q3 		$466K Buy
9,564
+839
+10% +$37.9K 0.04% 243
2017
Q2 		$400K Hold
8,725
– – 0.04% 234
2017
Q1 		$376K Buy
8,725
+2,263
+35% +$101K 0.04% 239
2016
Q4 		$306K Sell
6,462
-1
-0% -$41 0.03% 213
2016
Q3 		$229K Buy
+6,463
New +$223K 0.03% 216

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

Matarin Capital Management's LKFN Position: Q2 2020 in Review

Matarin Capital Management sold out of Lakeland Financial Corp (LKFN) in Q2 2020, closing a stake of 19,388 shares — an estimated $713K sold.

Matarin Capital Management first reported a position in LKFN in Q3 2016 and held it in 15 quarters. The position peaked at $1.54M in Q3 2019. 133 funds tracked by Wall St. Rank hold LKFN as of Q2 2020.

  • Matarin Capital Management reported no remaining Lakeland Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Matarin Capital Management sold 19,388 Lakeland Financial Corp shares in Q2 2020, an estimated $713K.
  • Matarin Capital Management first reported a position in Lakeland Financial Corp in Q3 2016 and held it in 15 quarters.
  • Matarin Capital Management's Lakeland Financial Corp position peaked at $1.54M in Q3 2019.
  • 133 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2020.

Based on Matarin Capital Management's 13F filing for Q2 2020, filed 6 Aug 2020.