Aberdeen Group
LOB icon

Aberdeen Group’s Live Oak Bancshares LOB Stock Holding History

Aberdeen Group’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-336,721
Closed -$13.3M – 953
2024
Q4 		$13.3M Buy
336,721
+30,597
+10% +$1.38M 0.03% 451
2024
Q3 		$14.5M Buy
+306,124
New +$12.8M 0.03% 447
2023
Q2 		– Sell
-16,293
Closed -$397K – 926
2023
Q1 		$397K Sell
16,293
-582,792
-97% -$18.3M ﹤0.01% 854
2022
Q4 		$18.1M Sell
599,085
-298,704
-33% -$9.54M 0.05% 354
2022
Q3 		$27.5M Buy
897,789
+26,742
+3% +$959K 0.08% 260
2022
Q2 		$29.5M Sell
871,047
-27,158
-3% -$1.12M 0.09% 231
2022
Q1 		$45.7M Buy
898,205
+339,834
+61% +$21.7M 0.12% 188
2021
Q4 		$48.7M Sell
558,371
-115,322
-17% -$9.6M 0.11% 196
2021
Q3 		$42.9M Buy
673,693
+26,031
+4% +$1.54M 0.1% 215
2021
Q2 		$38.3M Buy
647,662
+176,566
+37% +$11.1M 0.08% 229
2021
Q1 		$32.4M Buy
+471,096
New +$24.7M 0.07% 255

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Aberdeen Group's LOB Position: Q1 2025 in Review

Aberdeen Group sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 336,721 shares — an estimated $13.3M sold.

Aberdeen Group first reported a position in LOB in Q1 2021 and held it in 11 quarters. The position peaked at $48.7M in Q4 2021. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

  • Aberdeen Group reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
  • Aberdeen Group sold 336,721 Live Oak Bancshares shares in Q1 2025, an estimated $13.3M.
  • Aberdeen Group first reported a position in Live Oak Bancshares in Q1 2021 and held it in 11 quarters.
  • Aberdeen Group's Live Oak Bancshares position peaked at $48.7M in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on Aberdeen Group's 13F filing for Q1 2025, filed 13 May 2025.