Members Trust
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Members Trust’s Lakeland Financial Corp LKFN Stock Holding History

Members Trust’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
Q4 		– Sell
-7,000
Closed -$510K – 79
2022
Q3 		$510K Buy
+7,000
New +$522K 0.02% 59

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

Members Trust's LKFN Position: Q4 2022 in Review

Members Trust sold out of Lakeland Financial Corp (LKFN) in Q4 2022, closing a stake of 7,000 shares — an estimated $510K sold.

Members Trust first reported a position in LKFN in Q3 2022 and held it in 1 quarter. The position peaked at $510K in Q3 2022. 228 funds tracked by Wall St. Rank hold LKFN as of Q4 2022.

  • Members Trust reported no remaining Lakeland Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Members Trust sold 7,000 Lakeland Financial Corp shares in Q4 2022, an estimated $510K.
  • Members Trust first reported a position in Lakeland Financial Corp in Q3 2022 and held it in 1 quarter.
  • Members Trust's Lakeland Financial Corp position peaked at $510K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2022.

Based on Members Trust's 13F filing for Q4 2022, filed 7 Feb 2023.