SS
LBAI

Steve Schonfeld’s Lakeland Bancorp Inc LBAI Stock Holding History

Steve Schonfeld’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 		– Sell
-40,426
Closed -$510K – 2326
2023
Q3 		$510K Sell
40,426
-6,350
-14% -$87.9K ﹤0.01% 1201
2023
Q2 		$626K Buy
+46,776
New +$653K 0.01% 1133
2023
Q1 		– Sell
-27,300
Closed -$481K – 2806
2022
Q4 		$481K Buy
27,300
+16,549
+154% +$295K ﹤0.01% 1552
2022
Q3 		$172K Sell
10,751
-449
-4% -$7.15K ﹤0.01% 2394
2022
Q2 		$164K Buy
+11,200
New +$172K ﹤0.01% 1971
2021
Q2 		– Sell
-10,200
Closed -$178K – 2408
2021
Q1 		$178K Buy
+10,200
New +$158K ﹤0.01% 1549

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steve Schonfeld's LBAI Position: Q4 2023 in Review

Steve Schonfeld sold out of Lakeland Bancorp Inc (LBAI) in Q4 2023, closing a stake of 40,426 shares — an estimated $510K sold.

Steve Schonfeld first reported a position in LBAI in Q1 2021 and held it in 6 quarters. The position peaked at $626K in Q2 2023. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

  • Steve Schonfeld reported no remaining Lakeland Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Steve Schonfeld sold 40,426 Lakeland Bancorp Inc shares in Q4 2023, an estimated $510K.
  • Steve Schonfeld first reported a position in Lakeland Bancorp Inc in Q1 2021 and held it in 6 quarters.
  • Steve Schonfeld's Lakeland Bancorp Inc position peaked at $626K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.