MAA
LBAI

Matrix Asset Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Matrix Asset Advisors’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
2024
Q2 		– Sell
-20,876
Closed -$253K – 105
2024
Q1 		$253K Hold
20,876
– – 0.03% 86
2023
Q4 		$309K Hold
20,876
– – 0.04% 77
2023
Q3 		$263K Hold
20,876
– – 0.04% 78
2023
Q2 		$280K Hold
20,876
– – 0.04% 80
2023
Q1 		$327K Hold
20,876
– – 0.05% 74
2022
Q4 		$368K Sell
20,876
-6,000
-22% -$107K 0.06% 73
2022
Q3 		$430K Hold
26,876
– – 0.07% 66
2022
Q2 		$393K Hold
26,876
– – 0.06% 70
2022
Q1 		$449K Hold
26,876
– – 0.06% 68
2021
Q4 		$510K Hold
26,876
– – 0.07% 66
2021
Q3 		$474K Hold
26,876
– – 0.07% 64
2021
Q2 		$470K Hold
26,876
– – 0.07% 63
2021
Q1 		$468K Hold
26,876
– – 0.07% 68
2020
Q4 		$341K Buy
+26,876
New +$317K 0.06% 73

Matrix Asset Advisors's LBAI Position: Q2 2024 in Review

Matrix Asset Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 20,876 shares — an estimated $253K sold.

Matrix Asset Advisors first reported a position in LBAI in Q4 2020 and held it in 14 quarters. The position peaked at $510K in Q4 2021. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • Matrix Asset Advisors reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Matrix Asset Advisors sold 20,876 Lakeland Bancorp Inc shares in Q2 2024, an estimated $253K.
  • Matrix Asset Advisors first reported a position in Lakeland Bancorp Inc in Q4 2020 and held it in 14 quarters.
  • Matrix Asset Advisors's Lakeland Bancorp Inc position peaked at $510K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Matrix Asset Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.