North Star Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

North Star Investment 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
2024 Q3	–	Sell	-7,715	Closed	-$475K	–	1200
2024 Q2	$475K	Hold	7,715	–	–	0.03%	330
2024 Q1	$512K	Hold	7,715	–	–	0.04%	326
2023 Q4	$503K	Hold	7,715	–	–	0.04%	330
2023 Q3	$366K	Hold	7,715	–	–	0.03%	360
2023 Q2	$374K	Hold	7,715	–	–	0.03%	371
2023 Q1	$483K	Sell	7,715 -1,361	-15%	-$94.9K	0.04%	353
2022 Q4	$662K	Buy	+9,076	New	+$695K	0.06%	300

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

North Star Investment Management's LKFN Position: Q3 2024 in Review

North Star Investment Management sold out of Lakeland Financial Corp (LKFN) in Q3 2024, closing a stake of 7,715 shares — an estimated $475K sold.

North Star Investment Management first reported a position in LKFN in Q4 2022 and held it in 7 quarters. The position peaked at $662K in Q4 2022. 234 funds tracked by Wall St. Rank hold LKFN as of Q3 2024.

North Star Investment Management reported no remaining Lakeland Financial Corp position as of Q3 2024 after selling out during the quarter.
North Star Investment Management sold 7,715 Lakeland Financial Corp shares in Q3 2024, an estimated $475K.
North Star Investment Management first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 7 quarters.
North Star Investment Management's Lakeland Financial Corp position peaked at $662K in Q4 2022.
234 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2024.

Based on North Star Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.