MCC
LBAI

Money Concepts Capital’s Lakeland Bancorp Inc LBAI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-55
Closed -$969 – 3092
2022
Q4 		$969 Buy
+55
New +$981 ﹤0.01% 2885

Other funds holding LBAI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's LBAI Position: Q1 2023 in Review

Money Concepts Capital sold out of Lakeland Bancorp Inc (LBAI) in Q1 2023, closing a stake of 55 shares — an estimated $969 sold.

Money Concepts Capital first reported a position in LBAI in Q4 2022 and held it in 1 quarter. The position peaked at $969 in Q4 2022. 176 funds tracked by Wall St. Rank hold LBAI as of Q1 2023.

  • Money Concepts Capital reported no remaining Lakeland Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 55 Lakeland Bancorp Inc shares in Q1 2023, an estimated $969.
  • Money Concepts Capital first reported a position in Lakeland Bancorp Inc in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Lakeland Bancorp Inc position peaked at $969 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.