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Schubert & Co’s Lakeland Financial Corp LKFN Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-8
Closed -$502 – 856
2023
Q1 		$502 Sell
8
-2
-20% -$140 ﹤0.01% 1410
2022
Q4 		$730 Sell
10
-2
-17% -$153 ﹤0.01% 1285
2022
Q3 		$1K Buy
12
+7
+140% +$522 ﹤0.01% 1158
2022
Q2 		$0 Buy
5
+4
+400% +$285 ﹤0.01% 1529
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1223
2021
Q4 		$0 Buy
+1
New +$75 ﹤0.01% 1162

Other funds holding LKFN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's LKFN Position: Q2 2023 in Review

Schubert & Co sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 8 shares — an estimated $502 sold.

Schubert & Co first reported a position in LKFN in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • Schubert & Co reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 8 Lakeland Financial Corp shares in Q2 2023, an estimated $502.
  • Schubert & Co first reported a position in Lakeland Financial Corp in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Lakeland Financial Corp position peaked at $1K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.