Susquehanna Fundamental Investments’s Lakeland Financial Corp LKFN Stock Holding History

Susquehanna Fundamental 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 Q2	–	Sell	-11,767	Closed	-$737K	–	781
2023 Q1	$737K	Hold	11,767	–	–	0.02%	590
2022 Q4	$859K	Sell	11,767 -200	-2%	-$15.3K	0.01%	695
2022 Q3	$871K	Buy	+11,967	New	+$892K	0.01%	847
2022 Q1	$1.09M	Buy	14,987 +9,747	+186%	+$779K	0.02%	801
2021 Q4	$420K	Sell	5,240 -5,936	-53%	-$442K	0.01%	982
2021 Q3	$796K	Buy	11,176 +562	+5%	+$36.6K	0.01%	979
2021 Q2	$654K	Sell	10,614 -5,200	-33%	-$333K	0.01%	1044
2021 Q1	$1.09M	Sell	15,814 -300	-2%	-$19.7K	0.02%	853
2020 Q4	$863K	Buy	16,114 +5,129	+47%	+$261K	0.02%	910
2020 Q3	$453K	Buy	10,985 +5,085	+86%	+$230K	0.01%	913
2020 Q2	$275K	Buy	+5,900	New	+$241K	0.01%	762

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

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

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

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

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

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

SAM

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Susquehanna Fundamental Investments's LKFN Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 11,767 shares — an estimated $737K sold.

Susquehanna Fundamental Investments first reported a position in LKFN in Q2 2020 and held it in 11 quarters. The position peaked at $1.09M in Q1 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 11,767 Lakeland Financial Corp shares in Q2 2023, an estimated $737K.
Susquehanna Fundamental Investments first reported a position in Lakeland Financial Corp in Q2 2020 and held it in 11 quarters.
Susquehanna Fundamental Investments's Lakeland Financial Corp position peaked at $1.09M in Q1 2022.
197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.