RJA
LBAI

Raymond James & Associates’s Lakeland Bancorp Inc LBAI Stock Holding History

Raymond James & Associates’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
2022
Q2 		– Sell
-30,300
Closed -$3K – 4258
2022
Q1 		$3K Buy
+30,300
New +$560K ﹤0.01% 4102
2021
Q3 		– Sell
-63,200
Closed -$38K – 4284
2021
Q2 		$38K Buy
63,200
+200
+0.3% +$3.63K ﹤0.01% 3941
2021
Q1 		$208K Buy
+63,000
New +$975K ﹤0.01% 3581

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James & Associates's LBAI Position: Q1 2024 in Review

Raymond James & Associates sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 18,576 shares — an estimated $275K sold.

Raymond James & Associates first reported a position in LBAI in Q3 2020 and held it in 14 quarters. The position peaked at $1.41M in Q1 2021. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

  • Raymond James & Associates reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Raymond James & Associates sold 18,576 Lakeland Bancorp Inc shares in Q1 2024, an estimated $275K.
  • Raymond James & Associates first reported a position in Lakeland Bancorp Inc in Q3 2020 and held it in 14 quarters.
  • Raymond James & Associates's Lakeland Bancorp Inc position peaked at $1.41M in Q1 2021.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.