Susquehanna Fundamental Investments’s Lakeland Bancorp Inc LBAI Stock Holding History

Susquehanna Fundamental Investments’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 Q3	–	Sell	-16,587	Closed	-$222K	–	621
2023 Q2	$222K	Hold	16,587	–	–	0.01%	567
2023 Q1	$259K	Sell	16,587 -1,165	-7%	-$21.2K	0.01%	814
2022 Q4	$313K	Sell	17,752 -4,348	-20%	-$77.5K	0.01%	985
2022 Q3	$354K	Buy	+22,100	New	+$352K	0.01%	1112
2022 Q1	$1.03M	Buy	+61,456	New	+$1.14M	0.02%	830
2021 Q4	–	Sell	-33,553	Closed	-$592K	–	1818
2021 Q3	$592K	Buy	33,553 +6,292	+23%	+$105K	0.01%	1119
2021 Q2	$477K	Hold	27,261	–	–	0.01%	1189
2021 Q1	$475K	Hold	27,261	–	–	0.01%	1155
2020 Q4	$346K	Buy	+27,261	New	+$321K	0.01%	1224

Other funds holding LBAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna Fundamental Investments's LBAI Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Lakeland Bancorp Inc (LBAI) in Q3 2023, closing a stake of 16,587 shares — an estimated $222K sold.

Susquehanna Fundamental Investments first reported a position in LBAI in Q4 2020 and held it in 9 quarters. The position peaked at $1.03M in Q1 2022. 173 funds tracked by Wall St. Rank hold LBAI as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining Lakeland Bancorp Inc position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 16,587 Lakeland Bancorp Inc shares in Q3 2023, an estimated $222K.
Susquehanna Fundamental Investments first reported a position in Lakeland Bancorp Inc in Q4 2020 and held it in 9 quarters.
Susquehanna Fundamental Investments's Lakeland Bancorp Inc position peaked at $1.03M in Q1 2022.
173 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.