Wellington Management Group’s Lakeland Financial Corp LKFN Stock Holding History

Wellington Management Group’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
2023 Q1	–	Sell	-6,506	Closed	-$475K	–	2062
2022 Q4	$475K	Hold	6,506	–	–	﹤0.01%	1812
2022 Q3	$474K	Buy	6,506 +2,202	+51%	+$164K	﹤0.01%	1813
2022 Q2	$286K	Buy	+4,304	New	+$307K	﹤0.01%	1959
2021 Q3	–	Sell	-4,918	Closed	-$303K	–	2218
2021 Q2	$303K	Buy	+4,918	New	+$315K	﹤0.01%	2025
2016 Q2	–	Sell	-62,715	Closed	-$1.91M	–	2137
2016 Q1	$1.91M	Buy	62,715 +2,760	+5%	+$79.9K	﹤0.01%	1618
2015 Q4	$1.86M	Hold	59,955	–	–	﹤0.01%	1641
2015 Q3	$1.8M	Hold	59,955	–	–	﹤0.01%	1666
2015 Q2	$1.73M	Hold	59,955	–	–	﹤0.01%	1709
2015 Q1	$1.62M	Buy	+59,955	New	+$1.6M	﹤0.01%	1748

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

SAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's LKFN Position: Q1 2023 in Review

Wellington Management Group sold out of Lakeland Financial Corp (LKFN) in Q1 2023, closing a stake of 6,506 shares — an estimated $475K sold.

Wellington Management Group first reported a position in LKFN in Q1 2015 and held it in 9 quarters. The position peaked at $1.91M in Q1 2016. 214 funds tracked by Wall St. Rank hold LKFN as of Q1 2023.

Wellington Management Group reported no remaining Lakeland Financial Corp position as of Q1 2023 after selling out during the quarter.
Wellington Management Group sold 6,506 Lakeland Financial Corp shares in Q1 2023, an estimated $475K.
Wellington Management Group first reported a position in Lakeland Financial Corp in Q1 2015 and held it in 9 quarters.
Wellington Management Group's Lakeland Financial Corp position peaked at $1.91M in Q1 2016.
214 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.