United Capital Financial Advisors’s Lakeland Financial Corp LKFN Stock Holding History

United Capital Financial Advisors’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
2021 Q4	–	Sell	-6,510	Closed	-$464K	–	1229
2021 Q3	$464K	Hold	6,510	–	–	﹤0.01%	880
2021 Q2	$401K	Hold	6,510	–	–	﹤0.01%	932
2021 Q1	$450K	Hold	6,510	–	–	﹤0.01%	874
2020 Q4	$349K	Hold	6,510	–	–	﹤0.01%	947
2020 Q3	$268K	Hold	6,510	–	–	﹤0.01%	987
2020 Q2	$303K	Hold	6,510	–	–	﹤0.01%	1000
2020 Q1	$239K	Sell	6,510 -378	-5%	-$16.4K	﹤0.01%	1028
2019 Q4	$337K	Buy	6,888 +378	+6%	+$17.6K	﹤0.01%	1101
2019 Q3	$286K	Sell	6,510 -378	-5%	-$16.7K	﹤0.01%	1092
2019 Q2	$320K	Hold	6,888	–	–	﹤0.01%	1178
2019 Q1	$311K	Hold	6,888	–	–	﹤0.01%	1115
2018 Q4	$277K	Hold	6,888	–	–	﹤0.01%	1093
2018 Q3	$320K	Hold	6,888	–	–	﹤0.01%	1082
2018 Q2	$332K	Hold	6,888	–	–	﹤0.01%	1051
2018 Q1	$318K	Hold	6,888	–	–	﹤0.01%	1072
2017 Q4	$334K	Hold	6,888	–	–	﹤0.01%	1074
2017 Q3	$336K	Hold	6,888	–	–	﹤0.01%	1076
2017 Q2	$316K	Buy	+6,888	New	+$307K	﹤0.01%	1058

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

United Capital Financial Advisors's LKFN Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2021, closing a stake of 6,510 shares — an estimated $464K sold.

United Capital Financial Advisors first reported a position in LKFN in Q2 2017 and held it in 18 quarters. The position peaked at $464K in Q3 2021. 186 funds tracked by Wall St. Rank hold LKFN as of Q4 2021.

United Capital Financial Advisors reported no remaining Lakeland Financial Corp position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 6,510 Lakeland Financial Corp shares in Q4 2021, an estimated $464K.
United Capital Financial Advisors first reported a position in Lakeland Financial Corp in Q2 2017 and held it in 18 quarters.
United Capital Financial Advisors's Lakeland Financial Corp position peaked at $464K in Q3 2021.
186 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.