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Migdal Insurance & Financial Holdings’s Lakeland Financial Corp LKFN Stock Holding History

Migdal Insurance & Financial Holdings’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
2019
Q4 		– Sell
-386
Closed -$17K – 774
2019
Q3 		$17K Sell
386
-184
-32% -$8.13K ﹤0.01% 681
2019
Q2 		$27K Sell
570
-214
-27% -$9.97K ﹤0.01% 638
2019
Q1 		$35K Buy
+784
New +$35.7K ﹤0.01% 600

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Migdal Insurance & Financial Holdings's LKFN Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Lakeland Financial Corp (LKFN) in Q4 2019, closing a stake of 386 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in LKFN in Q1 2019 and held it in 3 quarters. The position peaked at $35K in Q1 2019. 144 funds tracked by Wall St. Rank hold LKFN as of Q4 2019.

  • Migdal Insurance & Financial Holdings reported no remaining Lakeland Financial Corp position as of Q4 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 386 Lakeland Financial Corp shares in Q4 2019, an estimated $17K.
  • Migdal Insurance & Financial Holdings first reported a position in Lakeland Financial Corp in Q1 2019 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Lakeland Financial Corp position peaked at $35K in Q1 2019.
  • 144 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.