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Money Concepts Capital’s Lakeland Financial Corp LKFN Stock Holding History

Money Concepts Capital’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
2023
Q2 		– Sell
-3,935
Closed -$246K – 425
2023
Q1 		$246K Sell
3,935
-73
-2% -$5.09K 0.01% 379
2022
Q4 		$292K Buy
4,008
+777
+24% +$59.5K 0.01% 567
2022
Q3 		$235K Buy
3,231
+2,305
+249% +$172K 0.01% 398
2022
Q2 		$62K Sell
926
-3,079
-77% -$220K 0.01% 667
2022
Q1 		$292K Buy
+4,005
New +$320K 0.02% 590

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's LKFN Position: Q2 2023 in Review

Money Concepts Capital sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 3,935 shares — an estimated $246K sold.

Money Concepts Capital first reported a position in LKFN in Q1 2022 and held it in 5 quarters. The position peaked at $292K in Q4 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • Money Concepts Capital reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,935 Lakeland Financial Corp shares in Q2 2023, an estimated $246K.
  • Money Concepts Capital first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's Lakeland Financial Corp position peaked at $292K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.