Next Financial Group’s Lakeland Bancorp Inc LBAI Stock Holding History

Next Financial Group’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
2021 Q4	$15K	Hold	802	–	–	﹤0.01%	2024
2021 Q3	$14K	Hold	802	–	–	﹤0.01%	1934
2021 Q2	$14K	Hold	802	–	–	﹤0.01%	1884
2021 Q1	$14K	Hold	802	–	–	﹤0.01%	1776
2020 Q4	$10K	Hold	802	–	–	﹤0.01%	1796
2020 Q3	$8K	Buy	+802	New	+$8.48K	﹤0.01%	1707
2020 Q2	–	Sell	-802	Closed	-$9K	–	1975
2020 Q1	$9K	Hold	802	–	–	﹤0.01%	1571
2019 Q4	$14K	Hold	802	–	–	﹤0.01%	1654
2019 Q3	$12K	Hold	802	–	–	﹤0.01%	1660
2019 Q2	$13K	Buy	+802	New	+$12.8K	﹤0.01%	1616
2019 Q1	–	Sell	-802	Closed	-$12K	–	2166
2018 Q4	$12K	Buy	+802	New	+$13K	﹤0.01%	1290
2018 Q2	–	Sell	-14,800	Closed	-$294K	–	406
2018 Q1	$294K	Sell	14,800 -9,000	-38%	-$180K	0.06%	295
2017 Q4	$458K	Sell	23,800 -2,000	-8%	-$40.5K	0.2%	145
2017 Q3	$531K	Sell	25,800 -9,317	-27%	-$176K	0.15%	155
2017 Q2	$662K	Sell	35,117 -45,331	-56%	-$874K	0.16%	148
2017 Q1	$1.56M	Sell	80,448 -12,197	-13%	-$235K	0.44%	47
2016 Q4	$1.81M	Buy	92,645 +91,843	+11,452%	+$1.49M	0.32%	66
2016 Q3	$11K	Buy	+802	New	+$10.3K	﹤0.01%	1625
2014 Q4	–	Sell	-802	Closed	-$8K	–	2412
2014 Q3	$8K	Buy	+802	New	+$8.24K	﹤0.01%	1890

Other funds holding LBAI

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Next Financial Group's LBAI Position: Q4 2021 in Review

Next Financial Group held its Lakeland Bancorp Inc (LBAI) position steady in Q4 2021 at 802 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Next Financial Group first reported a position in LBAI in Q3 2014 and has held it in 19 quarters since. The position peaked at $1.81M in Q4 2016. 163 funds tracked by Wall St. Rank hold LBAI as of Q4 2021.

Next Financial Group held 802 shares of Lakeland Bancorp Inc worth $15K as of Q4 2021.
Next Financial Group left its Lakeland Bancorp Inc share count unchanged in Q4 2021.
Lakeland Bancorp Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2024 holding.
Next Financial Group first reported a position in Lakeland Bancorp Inc in Q3 2014 and has held it in 19 quarters since.
Next Financial Group's Lakeland Bancorp Inc position peaked at $1.81M in Q4 2016.
163 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.