UBS Group’s Lakeland Bancorp Inc LBAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-78,002
Closed -$944K 10381
2024
Q1
$944K Sell
78,002
-19,348
-20% -$248K ﹤0.01% 4650
2023
Q4
$1.44M Buy
97,350
+48,597
+100% +$621K ﹤0.01% 4160
2023
Q3
$615K Buy
48,753
+9,780
+25% +$135K ﹤0.01% 4499
2023
Q2
$522K Buy
38,973
+4,090
+12% +$57.1K ﹤0.01% 4792
2023
Q1
$546K Buy
34,883
+5,425
+18% +$98.6K ﹤0.01% 4615
2022
Q4
$519K Buy
29,458
+10,037
+52% +$179K ﹤0.01% 4667
2022
Q3
$311K Buy
19,421
+2,579
+15% +$41.1K ﹤0.01% 4746
2022
Q2
$247K Sell
16,842
-13,714
-45% -$210K ﹤0.01% 4754
2022
Q1
$510K Sell
30,556
-5,062
-14% -$93.5K ﹤0.01% 4675
2021
Q4
$676K Buy
35,618
+20,947
+143% +$385K ﹤0.01% 4730
2021
Q3
$259K Sell
14,671
-10,599
-42% -$176K ﹤0.01% 5137
2021
Q2
$442K Sell
25,270
-1,166
-4% -$21.1K ﹤0.01% 4821
2021
Q1
$461K Buy
26,436
+5,841
+28% +$90.4K ﹤0.01% 4931
2020
Q4
$262K Buy
20,595
+6,631
+47% +$78.1K ﹤0.01% 5065
2020
Q3
$139K Sell
13,964
-15,774
-53% -$167K ﹤0.01% 5003
2020
Q2
$339K Sell
29,738
-9,616
-24% -$104K ﹤0.01% 4427
2020
Q1
$425K Sell
39,354
-23,581
-37% -$349K ﹤0.01% 4116
2019
Q4
$1.09M Buy
62,935
+15,927
+34% +$262K ﹤0.01% 4127
2019
Q3
$725K Buy
47,008
+25,273
+116% +$394K ﹤0.01% 4243
2019
Q2
$351K Buy
21,735
+10,205
+89% +$162K ﹤0.01% 4538
2019
Q1
$173K Sell
11,530
-16,815
-59% -$266K ﹤0.01% 4705
2018
Q4
$419K Buy
28,345
+1,785
+7% +$28.8K ﹤0.01% 4400
2018
Q3
$479K Buy
26,560
+8,732
+49% +$170K ﹤0.01% 4443
2018
Q2
$354K Buy
17,828
+9,020
+102% +$181K ﹤0.01% 4574
2018
Q1
$175K Sell
8,808
-1,368
-13% -$27.4K ﹤0.01% 4868
2017
Q4
$196K Sell
10,176
-5,971
-37% -$121K ﹤0.01% 4913
2017
Q3
$329K Buy
16,147
+3,265
+25% +$61.6K ﹤0.01% 4516
2017
Q2
$243K Buy
12,882
+187
+1% +$3.61K ﹤0.01% 4631
2017
Q1
$249K Sell
12,695
-5,884
-32% -$113K ﹤0.01% 4517
2016
Q4
$362K Buy
18,579
+2,452
+15% +$39.9K ﹤0.01% 4353
2016
Q3
$227K Buy
16,127
+3,448
+27% +$44.1K ﹤0.01% 4463
2016
Q2
$144K Sell
12,679
-2,365
-16% -$26.4K ﹤0.01% 4777
2016
Q1
$153K Buy
15,044
+1,681
+13% +$17.6K ﹤0.01% 4681
2015
Q4
$158K Buy
13,363
+28
+0.2% +$328 ﹤0.01% 4862
2015
Q3
$148K Buy
13,335
+29
+0.2% +$331 ﹤0.01% 4885
2015
Q2
$158K Sell
13,306
-268
-2% -$3.12K ﹤0.01% 5070
2015
Q1
$156K Sell
13,574
-1,400
-9% -$15.6K ﹤0.01% 5073
2014
Q4
$175K Buy
+14,974
New +$164K ﹤0.01% 5167

UBS Group's LBAI Position: Q2 2024 in Review

UBS Group sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 78,002 shares — an estimated $944K sold.

UBS Group first reported a position in LBAI in Q4 2014 and held it in 38 quarters. The position peaked at $1.44M in Q4 2023. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • UBS Group reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 78,002 Lakeland Bancorp Inc shares in Q2 2024, an estimated $944K.
  • UBS Group first reported a position in Lakeland Bancorp Inc in Q4 2014 and held it in 38 quarters.
  • UBS Group's Lakeland Bancorp Inc position peaked at $1.44M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

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