William Blair & Company
LKFN icon

William Blair & Company’s Lakeland Financial Corp LKFN Stock Holding History

William Blair & Company’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
Q4 		– Sell
-6,116
Closed -$269K – 1773
2019
Q3 		$269K Hold
6,116
– – ﹤0.01% 1166
2019
Q2 		$301K Hold
6,116
– – ﹤0.01% 1151
2019
Q1 		$301K Hold
6,116
– – ﹤0.01% 1149
2018
Q4 		$301K Hold
6,116
– – ﹤0.01% 1080
2018
Q3 		$284K Hold
6,116
– – ﹤0.01% 1160
2018
Q2 		$295K Hold
6,116
– – ﹤0.01% 1130
2018
Q1 		$283K Sell
6,116
-2,475
-29% -$119K ﹤0.01% 1090
2017
Q4 		$417K Hold
8,591
– – ﹤0.01% 1022
2017
Q3 		$419K Hold
8,591
– – ﹤0.01% 994
2017
Q2 		$394K Buy
+8,591
New +$382K ﹤0.01% 1064

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

William Blair & Company's LKFN Position: Q4 2019 in Review

William Blair & Company sold out of Lakeland Financial Corp (LKFN) in Q4 2019, closing a stake of 6,116 shares — an estimated $269K sold.

William Blair & Company first reported a position in LKFN in Q2 2017 and held it in 10 quarters. The position peaked at $419K in Q3 2017. 144 funds tracked by Wall St. Rank hold LKFN as of Q4 2019.

  • William Blair & Company reported no remaining Lakeland Financial Corp position as of Q4 2019 after selling out during the quarter.
  • William Blair & Company sold 6,116 Lakeland Financial Corp shares in Q4 2019, an estimated $269K.
  • William Blair & Company first reported a position in Lakeland Financial Corp in Q2 2017 and held it in 10 quarters.
  • William Blair & Company's Lakeland Financial Corp position peaked at $419K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2019.

Based on William Blair & Company's 13F filing for Q4 2019, filed 13 Feb 2020.