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San Francisco Sentry Investment Group’s Lakeland Financial Corp LKFN Stock Holding History

San Francisco Sentry Investment Group’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
Q1 		– Sell
-36
Closed -$2K – 951
2019
Q4 		$2K Hold
36
– – ﹤0.01% 755
2019
Q3 		$2K Hold
36
– – ﹤0.01% 750
2019
Q2 		$2K Hold
36
– – ﹤0.01% 757
2019
Q1 		$2K Hold
36
– – ﹤0.01% 784
2018
Q4 		$1K Sell
36
-16
-31% -$696 ﹤0.01% 876
2018
Q3 		$2K Buy
+52
New +$2.54K ﹤0.01% 786

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Franklin Resources
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Vanguard Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

San Francisco Sentry Investment Group's LKFN Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of Lakeland Financial Corp (LKFN) in Q1 2020, closing a stake of 36 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in LKFN in Q3 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 136 funds tracked by Wall St. Rank hold LKFN as of Q1 2020.

  • San Francisco Sentry Investment Group reported no remaining Lakeland Financial Corp position as of Q1 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 36 Lakeland Financial Corp shares in Q1 2020, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in Lakeland Financial Corp in Q3 2018 and held it in 6 quarters.
  • San Francisco Sentry Investment Group's Lakeland Financial Corp position peaked at $2K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.