PineBridge Investments’s Lakeland Financial Corp LKFN Stock Holding History

PineBridge Investments’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 Q3	–	Sell	-317	Closed	-$15.4K	–	861
2023 Q2	$15.4K	Hold	317	–	–	﹤0.01%	839
2023 Q1	$19.9K	Hold	317	–	–	﹤0.01%	690
2022 Q4	$23.1K	Hold	317	–	–	﹤0.01%	660
2022 Q3	$23K	Hold	317	–	–	﹤0.01%	651
2022 Q2	$21K	Buy	317 +217	+217%	+$15.5K	﹤0.01%	669
2022 Q1	$7K	Sell	100 -1,100	-92%	-$87.9K	﹤0.01%	664
2021 Q4	$96K	Buy	+1,200	New	+$89.4K	﹤0.01%	630

Other funds holding LKFN

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

PineBridge Investments's LKFN Position: Q3 2023 in Review

PineBridge Investments sold out of Lakeland Financial Corp (LKFN) in Q3 2023, closing a stake of 317 shares — an estimated $15.4K sold.

PineBridge Investments first reported a position in LKFN in Q4 2021 and held it in 7 quarters. The position peaked at $96K in Q4 2021. 199 funds tracked by Wall St. Rank hold LKFN as of Q3 2023.

PineBridge Investments reported no remaining Lakeland Financial Corp position as of Q3 2023 after selling out during the quarter.
PineBridge Investments sold 317 Lakeland Financial Corp shares in Q3 2023, an estimated $15.4K.
PineBridge Investments first reported a position in Lakeland Financial Corp in Q4 2021 and held it in 7 quarters.
PineBridge Investments's Lakeland Financial Corp position peaked at $96K in Q4 2021.
199 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2023.

Based on PineBridge Investments's 13F filing for Q3 2023, filed 14 Nov 2023.