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Summit Global Investments’s Lakeland Financial Corp LKFN Stock Holding History

Summit Global Investments’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
2023
Q1 		– Sell
-8,200
Closed -$598K – 549
2022
Q4 		$598K Hold
8,200
– – 0.05% 288
2022
Q3 		$597K Buy
+8,200
New +$611K 0.06% 278
2021
Q4 		– Sell
-9,400
Closed -$670K – 578
2021
Q3 		$670K Sell
9,400
-1,200
-11% -$78K 0.05% 263
2021
Q2 		$653K Sell
10,600
-56
-0.5% -$3.58K 0.04% 297
2021
Q1 		$737K Buy
10,656
+5,756
+117% +$378K 0.05% 249
2020
Q4 		$263K Buy
+4,900
New +$249K 0.03% 236

Other funds holding LKFN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's LKFN Position: Q1 2023 in Review

Summit Global Investments sold out of Lakeland Financial Corp (LKFN) in Q1 2023, closing a stake of 8,200 shares — an estimated $598K sold.

Summit Global Investments first reported a position in LKFN in Q4 2020 and held it in 6 quarters. The position peaked at $737K in Q1 2021. 214 funds tracked by Wall St. Rank hold LKFN as of Q1 2023.

  • Summit Global Investments reported no remaining Lakeland Financial Corp position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 8,200 Lakeland Financial Corp shares in Q1 2023, an estimated $598K.
  • Summit Global Investments first reported a position in Lakeland Financial Corp in Q4 2020 and held it in 6 quarters.
  • Summit Global Investments's Lakeland Financial Corp position peaked at $737K in Q1 2021.
  • 214 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.