Systematic Financial Management’s Lakeland Financial Corp LKFN Stock Holding History

Systematic Financial Management’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
2020 Q3	–	Sell	-7,220	Closed	-$336K	–	356
2020 Q2	$336K	Buy	+7,220	New	+$295K	0.02%	242
2020 Q1	–	Sell	-12,275	Closed	-$601K	–	511
2019 Q4	$601K	Hold	12,275	–	–	0.02%	355
2019 Q3	$540K	Sell	12,275 -5,480	-31%	-$242K	0.02%	349
2019 Q2	$831K	Sell	17,755 -9,580	-35%	-$447K	0.03%	440
2019 Q1	$1.24M	Buy	+27,335	New	+$1.25M	0.04%	376
2014 Q4	–	Sell	-89,588	Closed	-$2.24M	–	704
2014 Q3	$2.24M	Buy	89,588 +19,133	+27%	+$486K	0.02%	460
2014 Q2	$1.79M	Buy	70,455 +37	+0.1%	+$922	0.01%	600
2014 Q1	$1.89M	Sell	70,418 -9,195	-12%	-$234K	0.01%	507
2013 Q4	$2.07M	Buy	+79,613	New	+$1.91M	0.02%	400

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Systematic Financial Management's LKFN Position: Q3 2020 in Review

Systematic Financial Management sold out of Lakeland Financial Corp (LKFN) in Q3 2020, closing a stake of 7,220 shares — an estimated $336K sold.

Systematic Financial Management first reported a position in LKFN in Q4 2013 and held it in 9 quarters. The position peaked at $2.24M in Q3 2014. 139 funds tracked by Wall St. Rank hold LKFN as of Q3 2020.

Systematic Financial Management reported no remaining Lakeland Financial Corp position as of Q3 2020 after selling out during the quarter.
Systematic Financial Management sold 7,220 Lakeland Financial Corp shares in Q3 2020, an estimated $336K.
Systematic Financial Management first reported a position in Lakeland Financial Corp in Q4 2013 and held it in 9 quarters.
Systematic Financial Management's Lakeland Financial Corp position peaked at $2.24M in Q3 2014.
139 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.