NewEdge Advisors’s Lakeland Financial Corp LKFN Stock Holding History

NewEdge Advisors’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
2024 Q1	–	Sell	-281	Closed	-$18.3K	–	3909
2023 Q4	$18.3K	Buy	281 +262	+1,379%	+$14.5K	﹤0.01%	2599
2023 Q3	$902	Hold	19	–	–	﹤0.01%	3189
2023 Q2	$922	Hold	19	–	–	﹤0.01%	3255
2023 Q1	$1.19K	Sell	19 -169	-90%	-$11.8K	﹤0.01%	3133
2022 Q4	$11.2K	Buy	+188	New	+$14.4K	﹤0.01%	2334

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

NewEdge Advisors's LKFN Position: Q1 2024 in Review

NewEdge Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2024, closing a stake of 281 shares — an estimated $18.3K sold.

NewEdge Advisors first reported a position in LKFN in Q4 2022 and held it in 5 quarters. The position peaked at $18.3K in Q4 2023. 225 funds tracked by Wall St. Rank hold LKFN as of Q1 2024.

NewEdge Advisors reported no remaining Lakeland Financial Corp position as of Q1 2024 after selling out during the quarter.
NewEdge Advisors sold 281 Lakeland Financial Corp shares in Q1 2024, an estimated $18.3K.
NewEdge Advisors first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 5 quarters.
NewEdge Advisors's Lakeland Financial Corp position peaked at $18.3K in Q4 2023.
225 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.