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Motley Fool Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Motley Fool Wealth 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
2020
Q2 		– Sell
-172,244
Closed -$6.33M – 125
2020
Q1 		$6.33M Sell
172,244
-9,270
-5% -$403K 0.46% 70
2019
Q4 		$8.88M Sell
181,514
-1,873
-1% -$87.1K 0.53% 62
2019
Q3 		$8.06M Sell
183,387
-3,017
-2% -$133K 0.53% 61
2019
Q2 		$8.73M Buy
186,404
+62,890
+51% +$2.93M 0.55% 57
2019
Q1 		$5.58M Buy
123,514
+15,263
+14% +$696K 0.36% 81
2018
Q4 		$4.35M Buy
108,251
+2,266
+2% +$98.5K 0.33% 83
2018
Q3 		$4.93M Buy
105,985
+1,835
+2% +$89.7K 0.32% 88
2018
Q2 		$5.02M Buy
104,150
+2,873
+3% +$140K 0.35% 84
2018
Q1 		$4.68M Buy
101,277
+6,684
+7% +$320K 0.35% 88
2017
Q4 		$4.59M Buy
94,593
+5,711
+6% +$279K 0.35% 89
2017
Q3 		$4.33M Buy
88,882
+4,101
+5% +$185K 0.37% 83
2017
Q2 		$3.89M Buy
84,781
+79,569
+1,527% +$3.54M 0.35% 86
2017
Q1 		$225K Buy
+5,212
New +$233K 0.02% 146

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Motley Fool Wealth Management's LKFN Position: Q2 2020 in Review

Motley Fool Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q2 2020, closing a stake of 172,244 shares — an estimated $6.33M sold.

Motley Fool Wealth Management first reported a position in LKFN in Q1 2017 and held it in 13 quarters. The position peaked at $8.88M in Q4 2019. 133 funds tracked by Wall St. Rank hold LKFN as of Q2 2020.

  • Motley Fool Wealth Management reported no remaining Lakeland Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Motley Fool Wealth Management sold 172,244 Lakeland Financial Corp shares in Q2 2020, an estimated $6.33M.
  • Motley Fool Wealth Management first reported a position in Lakeland Financial Corp in Q1 2017 and held it in 13 quarters.
  • Motley Fool Wealth Management's Lakeland Financial Corp position peaked at $8.88M in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2020.

Based on Motley Fool Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.