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Amalgamated Financial’s Live Oak Bancshares LOB Stock Holding History

Amalgamated Financial’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
Q1 		$266K Buy
+5,222
New +$334K ﹤0.01% 1781

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $71.2B AUM 41.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amalgamated Financial's LOB Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Live Oak Bancshares (LOB) in Q1 2022: 5,222 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings.

207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

  • Amalgamated Financial held 5,222 shares of Live Oak Bancshares worth $266K as of Q1 2022.
  • Live Oak Bancshares was a new Amalgamated Financial position in Q1 2022.
  • Live Oak Bancshares made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1781 holding.
  • 207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.