PCM
LKFN icon

Prelude Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Prelude Capital 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
-3,690
Closed -$227K – 1430
2024
Q2 		$227K Sell
3,690
-870
-19% -$53K 0.02% 930
2024
Q1 		$302K Buy
+4,560
New +$295K 0.02% 887

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Prelude Capital Management's LKFN Position: Q3 2024 in Review

Prelude Capital Management sold out of Lakeland Financial Corp (LKFN) in Q3 2024, closing a stake of 3,690 shares — an estimated $227K sold.

Prelude Capital Management first reported a position in LKFN in Q1 2024 and held it in 2 quarters. The position peaked at $302K in Q1 2024. 234 funds tracked by Wall St. Rank hold LKFN as of Q3 2024.

  • Prelude Capital Management reported no remaining Lakeland Financial Corp position as of Q3 2024 after selling out during the quarter.
  • Prelude Capital Management sold 3,690 Lakeland Financial Corp shares in Q3 2024, an estimated $227K.
  • Prelude Capital Management first reported a position in Lakeland Financial Corp in Q1 2024 and held it in 2 quarters.
  • Prelude Capital Management's Lakeland Financial Corp position peaked at $302K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.