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Reinhart Partners’s Lakeland Financial Corp LKFN Stock Holding History

Reinhart Partners’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
2014
Q1 		– Sell
-63,780
Closed -$1.66M – 169
2013
Q4 		$1.66M Sell
63,780
-39,165
-38% -$939K 0.13% 116
2013
Q3 		$2.24M Sell
102,945
-1,058
-1% -$22.4K 0.19% 107
2013
Q2 		$1.92M Buy
+104,003
New +$1.89M 0.18% 104

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reinhart Partners's LKFN Position: Q1 2014 in Review

Reinhart Partners sold out of Lakeland Financial Corp (LKFN) in Q1 2014, closing a stake of 63,780 shares — an estimated $1.66M sold.

Reinhart Partners first reported a position in LKFN in Q2 2013 and held it in 3 quarters. The position peaked at $2.24M in Q3 2013. 121 funds tracked by Wall St. Rank hold LKFN as of Q1 2014.

  • Reinhart Partners reported no remaining Lakeland Financial Corp position as of Q1 2014 after selling out during the quarter.
  • Reinhart Partners sold 63,780 Lakeland Financial Corp shares in Q1 2014, an estimated $1.66M.
  • Reinhart Partners first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 3 quarters.
  • Reinhart Partners's Lakeland Financial Corp position peaked at $2.24M in Q3 2013.
  • 121 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2014.

Based on Reinhart Partners's 13F filing for Q1 2014, filed 6 May 2014.