SPIA
LBAI

Steward Partners Investment Advisory’s Lakeland Bancorp Inc LBAI Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-9,033
Closed -$134K – 3696
2023
Q4 		$134K Hold
9,033
– – ﹤0.01% 1546
2023
Q3 		$114K Sell
9,033
-1,717
-16% -$23.8K ﹤0.01% 1517
2023
Q2 		$144K Sell
10,750
-800
-7% -$11.2K ﹤0.01% 1413
2023
Q1 		$181K Sell
11,550
-2,700
-19% -$49.1K ﹤0.01% 1336
2022
Q4 		$251K Sell
14,250
-2,500
-15% -$44.6K ﹤0.01% 1147
2022
Q3 		$268K Sell
16,750
-4,900
-23% -$78.1K 0.01% 1081
2022
Q2 		$317K Sell
21,650
-500
-2% -$7.67K 0.01% 1013
2022
Q1 		$370K Sell
22,150
-600
-3% -$11.1K 0.01% 1042
2021
Q4 		$432K Sell
22,750
-2,500
-10% -$46K 0.01% 994
2021
Q3 		$445K Hold
25,250
– – 0.01% 948
2021
Q2 		$441K Sell
25,250
-858
-3% -$15.6K 0.01% 988
2021
Q1 		$455K Buy
26,108
+108
+0.4% +$1.67K 0.01% 924
2020
Q4 		$330K Sell
26,000
-250
-1% -$2.95K 0.01% 881
2020
Q3 		$261K Buy
26,250
+26,000
+10,400% +$275K 0.01% 852
2020
Q2 		$3K Buy
+250
New +$2.69K ﹤0.01% 2437

Other funds holding LBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steward Partners Investment Advisory's LBAI Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 9,033 shares — an estimated $134K sold.

Steward Partners Investment Advisory first reported a position in LBAI in Q2 2020 and held it in 15 quarters. The position peaked at $455K in Q1 2021. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 9,033 Lakeland Bancorp Inc shares in Q1 2024, an estimated $134K.
  • Steward Partners Investment Advisory first reported a position in Lakeland Bancorp Inc in Q2 2020 and held it in 15 quarters.
  • Steward Partners Investment Advisory's Lakeland Bancorp Inc position peaked at $455K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.