RJFSA
LBAI

Raymond James Financial Services Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Raymond James Financial Services Advisors’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
-12,463
Closed -$157K – 3453
2023
Q3 		$157K Sell
12,463
-573
-4% -$7.93K ﹤0.01% 2992
2023
Q2 		$175K Sell
13,036
-611
-4% -$8.53K ﹤0.01% 2969
2023
Q1 		$213K Hold
13,647
– – ﹤0.01% 2863
2022
Q4 		$240K Buy
13,647
+921
+7% +$16.4K ﹤0.01% 2738
2022
Q3 		$204K Hold
12,726
– – ﹤0.01% 2843
2022
Q2 		$186K Hold
12,726
– – ﹤0.01% 2888
2022
Q1 		$213K Sell
12,726
-9,002
-41% -$166K ﹤0.01% 2927
2021
Q4 		$413K Hold
21,728
– – ﹤0.01% 2501
2021
Q3 		$383K Buy
21,728
+690
+3% +$11.5K ﹤0.01% 2534
2021
Q2 		$368K Buy
21,038
+1,584
+8% +$28.7K ﹤0.01% 2583
2021
Q1 		$339K Sell
19,454
-3,724
-16% -$57.7K ﹤0.01% 2542
2020
Q4 		$294K Sell
23,178
-225
-1% -$2.65K ﹤0.01% 2477
2020
Q3 		$233K Sell
23,403
-155
-0.7% -$1.64K ﹤0.01% 2447
2020
Q2 		$269K Buy
+23,558
New +$254K ﹤0.01% 2302
2020
Q1 		– Sell
-19,746
Closed -$343K – 2903
2019
Q4 		$343K Sell
19,746
-1,882
-9% -$31K ﹤0.01% 2239
2019
Q3 		$334K Buy
21,628
+4,846
+29% +$75.5K ﹤0.01% 2178
2019
Q2 		$271K Sell
16,782
-2,996
-15% -$47.6K ﹤0.01% 2328
2019
Q1 		$295K Buy
19,778
+4
+0% +$63 ﹤0.01% 2253
2018
Q4 		$293K Buy
19,774
+3
+0% +$48 ﹤0.01% 2016
2018
Q3 		$357K Buy
19,771
+4
+0% +$78 ﹤0.01% 2158
2018
Q2 		$392K Buy
+19,767
New +$397K ﹤0.01% 2051

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

Raymond James Financial Services Advisors's LBAI Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q4 2023, closing a stake of 12,463 shares — an estimated $157K sold.

Raymond James Financial Services Advisors first reported a position in LBAI in Q2 2018 and held it in 21 quarters. The position peaked at $413K in Q4 2021. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

  • Raymond James Financial Services Advisors reported no remaining Lakeland Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 12,463 Lakeland Bancorp Inc shares in Q4 2023, an estimated $157K.
  • Raymond James Financial Services Advisors first reported a position in Lakeland Bancorp Inc in Q2 2018 and held it in 21 quarters.
  • Raymond James Financial Services Advisors's Lakeland Bancorp Inc position peaked at $413K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.