Principal Financial Group
LBAI

Principal Financial Group’s Lakeland Bancorp Inc LBAI Stock Holding History

Principal Financial Group’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-299,126
Closed -$3.77M – 2467
2023
Q3 		$3.77M Sell
299,126
-1,313
-0.4% -$18.2K ﹤0.01% 1620
2023
Q2 		$4.02M Sell
300,439
-148
-0% -$2.07K ﹤0.01% 1613
2023
Q1 		$4.7M Buy
300,587
+7,303
+2% +$133K ﹤0.01% 1546
2022
Q4 		$5.16M Sell
293,284
-17,726
-6% -$316K ﹤0.01% 1521
2022
Q3 		$4.98M Sell
311,010
-23,834
-7% -$380K ﹤0.01% 1491
2022
Q2 		$4.9M Sell
334,844
-7,636
-2% -$117K ﹤0.01% 1564
2022
Q1 		$5.72M Sell
342,480
-24,090
-7% -$445K ﹤0.01% 1619
2021
Q4 		$6.96M Buy
366,570
+23,746
+7% +$437K ﹤0.01% 1546
2021
Q3 		$6.04M Buy
342,824
+11,826
+4% +$196K ﹤0.01% 1614
2021
Q2 		$5.79M Buy
330,998
+24,259
+8% +$440K ﹤0.01% 1668
2021
Q1 		$5.35M Buy
306,739
+25,428
+9% +$394K ﹤0.01% 1648
2020
Q4 		$3.57M Buy
281,311
+37,202
+15% +$438K ﹤0.01% 1667
2020
Q3 		$2.43M Buy
244,109
+16,290
+7% +$172K ﹤0.01% 1700
2020
Q2 		$2.6M Buy
227,819
+2,925
+1% +$31.5K ﹤0.01% 1638
2020
Q1 		$2.43M Sell
224,894
-1,873
-0.8% -$27.7K ﹤0.01% 1544
2019
Q4 		$3.94M Buy
226,767
+2,599
+1% +$42.8K ﹤0.01% 1591
2019
Q3 		$3.46M Sell
224,168
-1,383
-0.6% -$21.5K ﹤0.01% 1613
2019
Q2 		$3.64M Buy
225,551
+4,038
+2% +$64.2K ﹤0.01% 1617
2019
Q1 		$3.31M Sell
221,513
-281
-0.1% -$4.45K ﹤0.01% 1651
2018
Q4 		$3.29M Sell
221,794
-1,724
-0.8% -$27.8K ﹤0.01% 1623
2018
Q3 		$4.03M Sell
223,518
-3,164
-1% -$61.5K ﹤0.01% 1658
2018
Q2 		$4.5M Buy
226,682
+11,486
+5% +$231K ﹤0.01% 1626
2018
Q1 		$4.27M Buy
215,196
+202,324
+1,572% +$4.06M ﹤0.01% 1606
2017
Q4 		$248K Sell
12,872
-4,646
-27% -$94.2K ﹤0.01% 2089
2017
Q3 		$357K Sell
17,518
-10,432
-37% -$197K ﹤0.01% 1994
2017
Q2 		$527K Buy
+27,950
New +$539K ﹤0.01% 1940
2017
Q1 		– Sell
-10,277
Closed -$200K – 2237
2016
Q4 		$200K Buy
+10,277
New +$167K ﹤0.01% 2096
2015
Q2 		– Sell
-10,738
Closed -$123K – 2224
2015
Q1 		$123K Buy
+10,738
New +$120K ﹤0.01% 2084
2014
Q4 		– Sell
-12,809
Closed -$125K – 2224
2014
Q3 		$125K Hold
12,809
– – ﹤0.01% 2114
2014
Q2 		$138K Sell
12,809
-2,710
-17% -$28.2K ﹤0.01% 2157
2014
Q1 		$166K Sell
15,519
-318
-2% -$3.47K ﹤0.01% 2175
2013
Q4 		$187K Sell
15,837
-293
-2% -$3.32K ﹤0.01% 2166
2013
Q3 		$173K Buy
16,130
+1,918
+13% +$20.5K ﹤0.01% 2141
2013
Q2 		$141K Buy
+14,212
New +$132K ﹤0.01% 2156

Other funds holding LBAI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group's LBAI Position: Q4 2023 in Review

Principal Financial Group sold out of Lakeland Bancorp Inc (LBAI) in Q4 2023, closing a stake of 299,126 shares — an estimated $3.77M sold.

Principal Financial Group first reported a position in LBAI in Q2 2013 and held it in 34 quarters. The position peaked at $6.96M in Q4 2021. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

  • Principal Financial Group reported no remaining Lakeland Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 299,126 Lakeland Bancorp Inc shares in Q4 2023, an estimated $3.77M.
  • Principal Financial Group first reported a position in Lakeland Bancorp Inc in Q2 2013 and held it in 34 quarters.
  • Principal Financial Group's Lakeland Bancorp Inc position peaked at $6.96M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.