PAMS
LKFN icon

Pictet Asset Management (Switzerland)’s Lakeland Financial Corp LKFN Stock Holding History

Pictet Asset Management (Switzerland)’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
-2,863
Closed -$209K – 2006
2022
Q4 		$209K Buy
+2,863
New +$219K ﹤0.01% 1715

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s LKFN Position: Q1 2023 in Review

Pictet Asset Management (Switzerland) sold out of Lakeland Financial Corp (LKFN) in Q1 2023, closing a stake of 2,863 shares — an estimated $209K sold.

Pictet Asset Management (Switzerland) first reported a position in LKFN in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 214 funds tracked by Wall St. Rank hold LKFN as of Q1 2023.

  • Pictet Asset Management (Switzerland) reported no remaining Lakeland Financial Corp position as of Q1 2023 after selling out during the quarter.
  • Pictet Asset Management (Switzerland) sold 2,863 Lakeland Financial Corp shares in Q1 2023, an estimated $209K.
  • Pictet Asset Management (Switzerland) first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 1 quarter.
  • Pictet Asset Management (Switzerland)'s Lakeland Financial Corp position peaked at $209K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 10 May 2023.