SAM
LBAI

Secure Asset Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Secure Asset Management’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
Q1 		– Sell
-90,951
Closed -$1.6M – 212
2022
Q4 		$1.6M Buy
90,951
+56,973
+168% +$1.02M 0.58% 46
2022
Q3 		$544K Buy
33,978
+7,836
+30% +$125K 0.3% 63
2022
Q2 		$382K Buy
+26,142
New +$401K 0.21% 95

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Secure Asset Management's LBAI Position: Q1 2023 in Review

Secure Asset Management sold out of Lakeland Bancorp Inc (LBAI) in Q1 2023, closing a stake of 90,951 shares — an estimated $1.6M sold.

Secure Asset Management first reported a position in LBAI in Q2 2022 and held it in 3 quarters. The position peaked at $1.6M in Q4 2022. 176 funds tracked by Wall St. Rank hold LBAI as of Q1 2023.

  • Secure Asset Management reported no remaining Lakeland Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • Secure Asset Management sold 90,951 Lakeland Bancorp Inc shares in Q1 2023, an estimated $1.6M.
  • Secure Asset Management first reported a position in Lakeland Bancorp Inc in Q2 2022 and held it in 3 quarters.
  • Secure Asset Management's Lakeland Bancorp Inc position peaked at $1.6M in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2023.

Based on Secure Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.