State of Wisconsin Investment Board’s Lakeland Financial Corp LKFN Stock Holding History

State of Wisconsin Investment Board’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
2024 Q2	–	Sell	-3,405	Closed	-$226K	–	2347
2024 Q1	$226K	Sell	3,405 -5,206	-60%	-$336K	﹤0.01%	2036
2023 Q4	$561K	Buy	8,611 +4,297	+100%	+$237K	﹤0.01%	1664
2023 Q3	$205K	Buy	+4,314	New	+$223K	﹤0.01%	2234
2023 Q2	–	Sell	-5,192	Closed	-$325K	–	2448
2023 Q1	$325K	Buy	5,192 +2,032	+64%	+$142K	﹤0.01%	2056
2022 Q4	$231K	Sell	3,160 -1,563	-33%	-$120K	﹤0.01%	2198
2022 Q3	$344K	Sell	4,723 -1,666	-26%	-$124K	﹤0.01%	2157
2022 Q2	$424K	Buy	+6,389	New	+$456K	﹤0.01%	2158
2021 Q2	–	Sell	-5,100	Closed	-$353K	–	2123
2021 Q1	$353K	Sell	5,100 -1,300	-20%	-$85.3K	﹤0.01%	1725
2020 Q4	$343K	Sell	6,400 -1,500	-19%	-$76.2K	﹤0.01%	1661
2020 Q3	$325K	Buy	+7,900	New	+$357K	﹤0.01%	1743

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

State of Wisconsin Investment Board's LKFN Position: Q2 2024 in Review

State of Wisconsin Investment Board sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 3,405 shares — an estimated $226K sold.

State of Wisconsin Investment Board first reported a position in LKFN in Q3 2020 and held it in 10 quarters. The position peaked at $561K in Q4 2023. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

State of Wisconsin Investment Board reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
State of Wisconsin Investment Board sold 3,405 Lakeland Financial Corp shares in Q2 2024, an estimated $226K.
State of Wisconsin Investment Board first reported a position in Lakeland Financial Corp in Q3 2020 and held it in 10 quarters.
State of Wisconsin Investment Board's Lakeland Financial Corp position peaked at $561K in Q4 2023.
216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2024, filed 14 Aug 2024.