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Lakeland Financial Corporation shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 234k 61.52
2024-03-31 $15M 221k 66.32
2023-09-30 $9.6M 202k 47.46
2023-06-30 $6.3M 130k 48.52
2023-03-31 $8.1M 130k 62.64
2022-12-31 $9.5M 130k 72.97
2022-09-30 $9.6M 132k 72.81
2022-06-30 $7.2M 109k 66.42
2022-03-31 $4.8M 65k 72.99
2021-12-31 $5.0M 63k 80.14
2021-09-30 $4.3M 60k 71.24
2021-06-30 $3.6M 58k 61.64
2021-03-31 $3.8M 55k 69.20
2020-12-31 $2.9M 54k 53.58
2020-09-30 $2.2M 53k 41.21
2020-06-30 $2.4M 51k 46.59
2020-03-31 $1.6M 44k 36.76
2019-12-31 $1.9M 39k 48.94
2019-09-30 $1.4M 32k 43.97
2019-06-30 $1.2M 26k 46.84
2019-03-31 $539k 12k 45.20
2016-03-31 $73k 1.6k 45.88
2015-12-31 $98k 2.1k 46.45
2015-09-30 $108k 2.4k 45.06
2014-12-31 $42k 975 43.08
2014-09-30 $69k 1.8k 37.34
2014-06-30 $697k 18k 38.16
2014-03-31 $740k 18k 40.20
2013-12-31 $725k 19k 38.99
2013-09-30 $641k 20k 32.66
2013-06-30 $540k 20k 27.76

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Asset Management

Top funds holding Lakeland Financial Corporation

BlackRock
Vanguard Group
Victory Capital Management
State Street Corporation
Neuberger Berman Group
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
Silvercrest Asset Management Group
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Envestnet Asset Management
Bank of New York Mellon

View all funds holding Lakeland Financial Corporation