AJOVista’s Origin Bancorp OBK Stock Holding History

AJOVista’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-269	Closed	-$9.57K	–	303
2023 Q4	$9.57K	Buy	+269	New	+$8.53K	0.01%	417

Other funds holding OBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

AJOVista's OBK Position: Q1 2024 in Review

AJOVista sold out of Origin Bancorp (OBK) in Q1 2024, closing a stake of 269 shares — an estimated $9.57K sold.

AJOVista first reported a position in OBK in Q4 2023 and held it in 1 quarter. The position peaked at $9.57K in Q4 2023. 140 funds tracked by Wall St. Rank hold OBK as of Q1 2024.

AJOVista reported no remaining Origin Bancorp position as of Q1 2024 after selling out during the quarter.
AJOVista sold 269 Origin Bancorp shares in Q1 2024, an estimated $9.57K.
AJOVista first reported a position in Origin Bancorp in Q4 2023 and held it in 1 quarter.
AJOVista's Origin Bancorp position peaked at $9.57K in Q4 2023.
140 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.