NYLIM
LBAI

New York Life Investment Management’s Lakeland Bancorp Inc LBAI Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-292,208
Closed -$4.57M – 1365
2023
Q1 		$4.57M Buy
292,208
+12,423
+4% +$226K 0.05% 335
2022
Q4 		$4.93M Buy
279,785
+249,644
+828% +$4.45M 0.06% 330
2022
Q3 		$483K Buy
30,141
+2,217
+8% +$35.3K 0.01% 771
2022
Q2 		$408K Buy
+27,924
New +$428K ﹤0.01% 939

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

New York Life Investment Management's LBAI Position: Q2 2023 in Review

New York Life Investment Management sold out of Lakeland Bancorp Inc (LBAI) in Q2 2023, closing a stake of 292,208 shares — an estimated $4.57M sold.

New York Life Investment Management first reported a position in LBAI in Q2 2022 and held it in 4 quarters. The position peaked at $4.93M in Q4 2022. 175 funds tracked by Wall St. Rank hold LBAI as of Q2 2023.

  • New York Life Investment Management reported no remaining Lakeland Bancorp Inc position as of Q2 2023 after selling out during the quarter.
  • New York Life Investment Management sold 292,208 Lakeland Bancorp Inc shares in Q2 2023, an estimated $4.57M.
  • New York Life Investment Management first reported a position in Lakeland Bancorp Inc in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Lakeland Bancorp Inc position peaked at $4.93M in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.