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Whittier Trust’s Lakeland Financial Corp LKFN Stock Holding History

Whittier Trust’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
2019
Q3 		– Sell
-78
Closed -$4K – 1568
2019
Q2 		$4K Buy
+78
New +$3.64K ﹤0.01% 1173
2017
Q3 		– Sell
-93
Closed -$4K – 1333
2017
Q2 		$4K Hold
93
– – ﹤0.01% 1112
2017
Q1 		$4K Buy
+93
New +$4.16K ﹤0.01% 1186

Other funds holding LKFN

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Whittier Trust's LKFN Position: Q3 2019 in Review

Whittier Trust sold out of Lakeland Financial Corp (LKFN) in Q3 2019, closing a stake of 78 shares — an estimated $4K sold.

Whittier Trust first reported a position in LKFN in Q1 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 141 funds tracked by Wall St. Rank hold LKFN as of Q3 2019.

  • Whittier Trust reported no remaining Lakeland Financial Corp position as of Q3 2019 after selling out during the quarter.
  • Whittier Trust sold 78 Lakeland Financial Corp shares in Q3 2019, an estimated $4K.
  • Whittier Trust first reported a position in Lakeland Financial Corp in Q1 2017 and held it in 3 quarters.
  • Whittier Trust's Lakeland Financial Corp position peaked at $4K in Q2 2019.
  • 141 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2019.

Based on Whittier Trust's 13F filing for Q3 2019, filed 18 Oct 2019.