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Royal Fund Management’s Lakeland Financial Corp LKFN Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-125
Closed -$4K – 375
2020
Q1 		$4K Hold
125
– – ﹤0.01% 440
2019
Q4 		$6K Hold
125
– – ﹤0.01% 458
2019
Q3 		$5K Hold
125
– – ﹤0.01% 447
2019
Q2 		$5K Hold
125
– – ﹤0.01% 436
2019
Q1 		$5K Hold
125
– – ﹤0.01% 430
2018
Q4 		$5K Hold
125
– – ﹤0.01% 407
2018
Q3 		$5K Hold
125
– – ﹤0.01% 387
2018
Q2 		$6K Buy
+125
New +$6.08K ﹤0.01% 396

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Fund Management's LKFN Position: Q2 2020 in Review

Royal Fund Management sold out of Lakeland Financial Corp (LKFN) in Q2 2020, closing a stake of 125 shares — an estimated $4K sold.

Royal Fund Management first reported a position in LKFN in Q2 2018 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 133 funds tracked by Wall St. Rank hold LKFN as of Q2 2020.

  • Royal Fund Management reported no remaining Lakeland Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 125 Lakeland Financial Corp shares in Q2 2020, an estimated $4K.
  • Royal Fund Management first reported a position in Lakeland Financial Corp in Q2 2018 and held it in 8 quarters.
  • Royal Fund Management's Lakeland Financial Corp position peaked at $6K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.