Allianz Asset Management
LOB icon

Allianz Asset Management’s Live Oak Bancshares LOB Stock Holding History

Allianz Asset Management’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
2021
Q3 		– Sell
-13,824
Closed -$816K – 2599
2021
Q2 		$816K Hold
13,824
– – ﹤0.01% 1823
2021
Q1 		$947K Buy
+13,824
New +$725K ﹤0.01% 1664

Other funds holding LOB

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Allianz Asset Management's LOB Position: Q3 2021 in Review

Allianz Asset Management sold out of Live Oak Bancshares (LOB) in Q3 2021, closing a stake of 13,824 shares — an estimated $816K sold.

Allianz Asset Management first reported a position in LOB in Q1 2021 and held it in 2 quarters. The position peaked at $947K in Q1 2021. 165 funds tracked by Wall St. Rank hold LOB as of Q3 2021.

  • Allianz Asset Management reported no remaining Live Oak Bancshares position as of Q3 2021 after selling out during the quarter.
  • Allianz Asset Management sold 13,824 Live Oak Bancshares shares in Q3 2021, an estimated $816K.
  • Allianz Asset Management first reported a position in Live Oak Bancshares in Q1 2021 and held it in 2 quarters.
  • Allianz Asset Management's Live Oak Bancshares position peaked at $947K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2021.

Based on Allianz Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.