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Parallel Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Parallel 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
2023
Q1 		– Sell
-11
Closed -$803 – 3470
2022
Q4 		$803 Hold
11
– – ﹤0.01% 2946
2022
Q3 		$1K Hold
11
– – ﹤0.01% 2951
2022
Q2 		$1K Hold
11
– – ﹤0.01% 2799
2022
Q1 		$1K Hold
11
– – ﹤0.01% 2779
2021
Q4 		$1K Hold
11
– – ﹤0.01% 2900
2021
Q3 		$1K Buy
+11
New +$715 ﹤0.01% 2888

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parallel Advisors's LKFN Position: Q1 2023 in Review

Parallel Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2023, closing a stake of 11 shares — an estimated $803 sold.

Parallel Advisors first reported a position in LKFN in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 214 funds tracked by Wall St. Rank hold LKFN as of Q1 2023.

  • Parallel Advisors reported no remaining Lakeland Financial Corp position as of Q1 2023 after selling out during the quarter.
  • Parallel Advisors sold 11 Lakeland Financial Corp shares in Q1 2023, an estimated $803.
  • Parallel Advisors first reported a position in Lakeland Financial Corp in Q3 2021 and held it in 6 quarters.
  • Parallel Advisors's Lakeland Financial Corp position peaked at $1K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2023.

Based on Parallel Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.