SS
LBAI

Simplicity Solutions’s Lakeland Bancorp Inc LBAI Stock Holding History

Simplicity Solutions’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
Q4 		$257K Sell
17,355
-4,527
-21% -$57.8K 0.01% 883
2023
Q3 		$276K Sell
21,882
-534
-2% -$7.39K 0.01% 799
2023
Q2 		$300K Buy
22,416
+792
+4% +$11.1K 0.01% 831
2023
Q1 		$338K Buy
+21,624
New +$393K 0.01% 808

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's LBAI Position: Q4 2023 in Review

Simplicity Solutions reduced its Lakeland Bancorp Inc (LBAI) stake by 21% in Q4 2023, selling an estimated $57.8K and leaving 17,355 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #883.

Simplicity Solutions first reported a position in LBAI in Q1 2023 and has held it in 4 quarters since. The position peaked at $338K in Q1 2023. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

  • Simplicity Solutions held 17,355 shares of Lakeland Bancorp Inc worth $257K as of Q4 2023.
  • Simplicity Solutions sold 4,527 Lakeland Bancorp Inc shares in Q4 2023, an estimated $57.8K.
  • Lakeland Bancorp Inc made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #883 holding.
  • Simplicity Solutions first reported a position in Lakeland Bancorp Inc in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Lakeland Bancorp Inc position peaked at $338K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.