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Monarch Partners Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Monarch Partners Asset 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
2021
Q3 		– Sell
-51,799
Closed -$3.19M – 168
2021
Q2 		$3.19M Sell
51,799
-45,131
-47% -$2.89M 0.46% 81
2021
Q1 		$6.71M Buy
96,930
+14,817
+18% +$972K 1.01% 38
2020
Q4 		$4.4M Buy
+82,113
New +$4.17M 0.77% 56

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Monarch Partners Asset Management's LKFN Position: Q3 2021 in Review

Monarch Partners Asset Management sold out of Lakeland Financial Corp (LKFN) in Q3 2021, closing a stake of 51,799 shares — an estimated $3.19M sold.

Monarch Partners Asset Management first reported a position in LKFN in Q4 2020 and held it in 3 quarters. The position peaked at $6.71M in Q1 2021. 179 funds tracked by Wall St. Rank hold LKFN as of Q3 2021.

  • Monarch Partners Asset Management reported no remaining Lakeland Financial Corp position as of Q3 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 51,799 Lakeland Financial Corp shares in Q3 2021, an estimated $3.19M.
  • Monarch Partners Asset Management first reported a position in Lakeland Financial Corp in Q4 2020 and held it in 3 quarters.
  • Monarch Partners Asset Management's Lakeland Financial Corp position peaked at $6.71M in Q1 2021.
  • 179 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2021.

Based on Monarch Partners Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.