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Vaughan Nelson Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Vaughan Nelson Investment 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
Q1 		– Sell
-672,562
Closed -$32.9M – 196
2019
Q4 		$32.9M Buy
672,562
+14,247
+2% +$663K 0.41% 92
2019
Q3 		$29M Sell
658,315
-80,724
-11% -$3.57M 0.39% 97
2019
Q2 		$34.6M Sell
739,039
-62,912
-8% -$2.93M 0.46% 85
2019
Q1 		$36.3M Sell
801,951
-15,911
-2% -$725K 0.49% 85
2018
Q4 		$32.8M Buy
817,862
+23,040
+3% +$1M 0.47% 90
2018
Q3 		$36.9M Sell
794,822
-69,987
-8% -$3.42M 0.43% 103
2018
Q2 		$41.7M Sell
864,809
-14,125
-2% -$687K 0.5% 85
2018
Q1 		$40.6M Buy
878,934
+30,687
+4% +$1.47M 0.5% 91
2017
Q4 		$41.1M Sell
848,247
-9,862
-1% -$483K 0.48% 105
2017
Q3 		$41.8M Buy
858,109
+32,875
+4% +$1.49M 0.5% 93
2017
Q2 		$37.9M Sell
825,234
-15,262
-2% -$680K 0.45% 106
2017
Q1 		$36.2M Buy
840,496
+14,574
+2% +$651K 0.43% 116
2016
Q4 		$39.1M Sell
825,922
-66,415
-7% -$2.71M 0.46% 105
2016
Q3 		$31.6M Sell
892,337
-11,863
-1% -$410K 0.37% 116
2016
Q2 		$28.3M Buy
904,200
+41,212
+5% +$1.29M 0.36% 117
2016
Q1 		$26.3M Buy
862,988
+186,488
+28% +$5.4M 0.33% 121
2015
Q4 		$21M Buy
676,500
+396,975
+142% +$12.4M 0.27% 130
2015
Q3 		$8.41M Buy
+279,525
New +$7.88M 0.12% 135

Other funds holding LKFN

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management's LKFN Position: Q1 2020 in Review

Vaughan Nelson Investment Management sold out of Lakeland Financial Corp (LKFN) in Q1 2020, closing a stake of 672,562 shares — an estimated $32.9M sold.

Vaughan Nelson Investment Management first reported a position in LKFN in Q3 2015 and held it in 18 quarters. The position peaked at $41.8M in Q3 2017. 136 funds tracked by Wall St. Rank hold LKFN as of Q1 2020.

  • Vaughan Nelson Investment Management reported no remaining Lakeland Financial Corp position as of Q1 2020 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 672,562 Lakeland Financial Corp shares in Q1 2020, an estimated $32.9M.
  • Vaughan Nelson Investment Management first reported a position in Lakeland Financial Corp in Q3 2015 and held it in 18 quarters.
  • Vaughan Nelson Investment Management's Lakeland Financial Corp position peaked at $41.8M in Q3 2017.
  • 136 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2020.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2020, filed 14 May 2020.