MC
LBAI

Mount Capital’s Lakeland Bancorp Inc LBAI Stock Holding History

Mount 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
2022
Q3 		– Sell
-139,379
Closed -$2.04M – 47
2022
Q2 		$2.04M Buy
139,379
+4,334
+3% +$66.5K 0.72% 19
2022
Q1 		$2.25M Buy
135,045
+77,045
+133% +$1.42M 0.66% 34
2021
Q4 		$1.1M Buy
+58,000
New +$1.07M 0.3% 35

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Mount Capital's LBAI Position: Q3 2022 in Review

Mount Capital sold out of Lakeland Bancorp Inc (LBAI) in Q3 2022, closing a stake of 139,379 shares — an estimated $2.04M sold.

Mount Capital first reported a position in LBAI in Q4 2021 and held it in 3 quarters. The position peaked at $2.25M in Q1 2022. 186 funds tracked by Wall St. Rank hold LBAI as of Q3 2022.

  • Mount Capital reported no remaining Lakeland Bancorp Inc position as of Q3 2022 after selling out during the quarter.
  • Mount Capital sold 139,379 Lakeland Bancorp Inc shares in Q3 2022, an estimated $2.04M.
  • Mount Capital first reported a position in Lakeland Bancorp Inc in Q4 2021 and held it in 3 quarters.
  • Mount Capital's Lakeland Bancorp Inc position peaked at $2.25M in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2022.

Based on Mount Capital's 13F filing for Q3 2022, filed 14 Nov 2022.