YIH
LBAI

Y-Intercept (HK)’s Lakeland Bancorp Inc LBAI Stock Holding History

Y-Intercept (HK)’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,053
Closed -$135K – 1749
2023
Q2 		$135K Sell
10,053
-47,448
-83% -$662K 0.01% 1012
2023
Q1 		$899K Buy
57,501
+35,838
+165% +$651K 0.1% 288
2022
Q4 		$381K Buy
21,663
+9,513
+78% +$170K 0.06% 541
2022
Q3 		$195K Buy
+12,150
New +$194K 0.02% 827

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Y-Intercept (HK)'s LBAI Position: Q3 2023 in Review

Y-Intercept (HK) sold out of Lakeland Bancorp Inc (LBAI) in Q3 2023, closing a stake of 10,053 shares — an estimated $135K sold.

Y-Intercept (HK) first reported a position in LBAI in Q3 2022 and held it in 4 quarters. The position peaked at $899K in Q1 2023. 173 funds tracked by Wall St. Rank hold LBAI as of Q3 2023.

  • Y-Intercept (HK) reported no remaining Lakeland Bancorp Inc position as of Q3 2023 after selling out during the quarter.
  • Y-Intercept (HK) sold 10,053 Lakeland Bancorp Inc shares in Q3 2023, an estimated $135K.
  • Y-Intercept (HK) first reported a position in Lakeland Bancorp Inc in Q3 2022 and held it in 4 quarters.
  • Y-Intercept (HK)'s Lakeland Bancorp Inc position peaked at $899K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2023.

Based on Y-Intercept (HK)'s 13F filing for Q3 2023, filed 14 Nov 2023.