UBS AM
LBAI

UBS AM’s Lakeland Bancorp Inc LBAI Stock Holding History

UBS AM’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
Q2 		– Sell
-83,721
Closed -$1.01M – 2902
2024
Q1 		$1.01M Hold
83,721
– – ﹤0.01% 2007
2023
Q4 		$1.24M Hold
83,721
– – ﹤0.01% 1913
2023
Q3 		$1.06M Hold
83,721
– – ﹤0.01% 1932
2023
Q2 		$1.31M Hold
83,721
– – ﹤0.01% 1878
2023
Q1 		$1.31M Sell
83,721
-587
-0.7% -$10.7K ﹤0.01% 1878
2022
Q4 		$1.48M Buy
84,308
+20,549
+32% +$366K ﹤0.01% 1669
2022
Q3 		$1.02M Sell
63,759
-23,181
-27% -$369K ﹤0.01% 1959
2022
Q2 		$1.27M Buy
86,940
+8,710
+11% +$134K ﹤0.01% 1835
2022
Q1 		$1.31M Buy
78,230
+16,331
+26% +$302K ﹤0.01% 2001
2021
Q4 		$1.18M Hold
61,899
– – ﹤0.01% 2131
2021
Q3 		$1.09M Buy
61,899
+997
+2% +$16.6K ﹤0.01% 2119
2021
Q2 		$1.06M Buy
60,902
+13,983
+30% +$254K ﹤0.01% 2173
2021
Q1 		$818K Sell
46,919
-8,492
-15% -$131K ﹤0.01% 2181
2020
Q4 		$704K Buy
55,411
+3,165
+6% +$37.3K ﹤0.01% 2155
2020
Q3 		$520K Hold
52,246
– – ﹤0.01% 2123
2020
Q2 		$597K Sell
52,246
-2,372
-4% -$25.5K ﹤0.01% 2040
2020
Q1 		$590K Buy
54,618
+2,553
+5% +$37.8K ﹤0.01% 1912
2019
Q4 		$905K Buy
52,065
+176
+0.3% +$2.9K ﹤0.01% 1961
2019
Q3 		$801K Buy
51,889
+9,085
+21% +$142K ﹤0.01% 2057
2019
Q2 		$691K Buy
42,804
+12,745
+42% +$203K ﹤0.01% 2058
2019
Q1 		$449K Buy
30,059
+8,049
+37% +$128K ﹤0.01% 2150
2018
Q4 		$326K Hold
22,010
– – ﹤0.01% 2177
2018
Q3 		$397K Hold
22,010
– – ﹤0.01% 2179
2018
Q2 		$437K Hold
22,010
– – ﹤0.01% 2154
2018
Q1 		$437K Hold
22,010
– – ﹤0.01% 2079
2017
Q4 		$424K Hold
22,010
– – ﹤0.01% 2029
2017
Q3 		$449K Buy
22,010
+5,500
+33% +$104K ﹤0.01% 1980
2017
Q2 		$311K Sell
16,510
-5,200
-24% -$100K ﹤0.01% 2024
2017
Q1 		$426K Hold
21,710
– – ﹤0.01% 1917
2016
Q4 		$423K Sell
21,710
-7,510
-26% -$122K ﹤0.01% 1852
2016
Q3 		$410K Buy
29,220
+1,100
+4% +$14.1K ﹤0.01% 2095
2016
Q2 		$320K Hold
28,120
– – ﹤0.01% 2200
2016
Q1 		$285K Hold
28,120
– – ﹤0.01% 2241
2015
Q4 		$332K Buy
28,120
+2,500
+10% +$29.3K ﹤0.01% 2291
2015
Q3 		$285K Hold
25,620
– – ﹤0.01% 2311
2015
Q2 		$305K Hold
25,620
– – ﹤0.01% 2351
2015
Q1 		$295K Hold
25,620
– – ﹤0.01% 2270
2014
Q4 		$300K Hold
25,620
– – ﹤0.01% 2237
2014
Q3 		$250K Hold
25,620
– – ﹤0.01% 2250
2014
Q2 		$277K Hold
25,620
– – ﹤0.01% 2231
2014
Q1 		$275K Buy
25,620
+10,710
+72% +$117K ﹤0.01% 2243
2013
Q4 		$176K Buy
14,910
+2,100
+16% +$23.8K ﹤0.01% 2406
2013
Q3 		$137K Hold
12,810
– – ﹤0.01% 2414
2013
Q2 		$127K Buy
+12,810
New +$119K ﹤0.01% 2363

UBS AM's LBAI Position: Q2 2024 in Review

UBS AM sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 83,721 shares — an estimated $1.01M sold.

UBS AM first reported a position in LBAI in Q2 2013 and held it in 44 quarters. The position peaked at $1.48M in Q4 2022. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • UBS AM reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • UBS AM sold 83,721 Lakeland Bancorp Inc shares in Q2 2024, an estimated $1.01M.
  • UBS AM first reported a position in Lakeland Bancorp Inc in Q2 2013 and held it in 44 quarters.
  • UBS AM's Lakeland Bancorp Inc position peaked at $1.48M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on UBS AM's 13F filing for Q2 2024, filed 14 Aug 2024.