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Almanack Investment Partners’s Live Oak Bancshares LOB Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-706
Closed -$22K – 742
2022
Q3 		$22K Buy
+706
New +$25.3K ﹤0.01% 364

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Diamond Hill Capital Management
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State Street
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Almanack Investment Partners's LOB Position: Q4 2022 in Review

Almanack Investment Partners sold out of Live Oak Bancshares (LOB) in Q4 2022, closing a stake of 706 shares — an estimated $22K sold.

Almanack Investment Partners first reported a position in LOB in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 188 funds tracked by Wall St. Rank hold LOB as of Q4 2022.

  • Almanack Investment Partners reported no remaining Live Oak Bancshares position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 706 Live Oak Bancshares shares in Q4 2022, an estimated $22K.
  • Almanack Investment Partners first reported a position in Live Oak Bancshares in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Live Oak Bancshares position peaked at $22K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.