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Paloma Partners’s Lakeland Financial Corp LKFN Stock Holding History

Paloma Partners’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
2020
Q3 		– Sell
-6,125
Closed -$285K – 2291
2020
Q2 		$285K Buy
+6,125
New +$250K ﹤0.01% 1499
2018
Q2 		– Sell
-6,200
Closed -$287K – 1955
2018
Q1 		$287K Buy
+6,200
New +$297K ﹤0.01% 1642

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paloma Partners's LKFN Position: Q3 2020 in Review

Paloma Partners sold out of Lakeland Financial Corp (LKFN) in Q3 2020, closing a stake of 6,125 shares — an estimated $285K sold.

Paloma Partners first reported a position in LKFN in Q1 2018 and held it in 2 quarters. The position peaked at $287K in Q1 2018. 139 funds tracked by Wall St. Rank hold LKFN as of Q3 2020.

  • Paloma Partners reported no remaining Lakeland Financial Corp position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 6,125 Lakeland Financial Corp shares in Q3 2020, an estimated $285K.
  • Paloma Partners first reported a position in Lakeland Financial Corp in Q1 2018 and held it in 2 quarters.
  • Paloma Partners's Lakeland Financial Corp position peaked at $287K in Q1 2018.
  • 139 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.