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Anchor Investment Management’s Live Oak Bancshares LOB Stock Holding History

Anchor Investment 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
2024
Q2 		– Sell
-750
Closed -$31.1K – 1039
2024
Q1 		$31.1K Buy
750
+250
+50% +$9.95K ﹤0.01% 605
2023
Q4 		$22.8K Sell
500
-550
-52% -$18.5K ﹤0.01% 635
2023
Q3 		$30.4K Sell
1,050
-50
-5% -$1.61K ﹤0.01% 590
2023
Q2 		$28.9K Buy
1,100
+1,000
+1,000% +$23.5K ﹤0.01% 598
2023
Q1 		$2.44K Hold
100
– – ﹤0.01% 891
2022
Q4 		$3.02K Hold
100
– – ﹤0.01% 850
2022
Q3 		$3.06K Buy
+100
New +$3.59K ﹤0.01% 857
2018
Q3 		– Sell
-1,000
Closed -$30.6K – 830
2018
Q2 		$30.6K Hold
1,000
– – 0.01% 540
2018
Q1 		$27.8K Sell
1,000
-250
-20% -$6.6K 0.01% 542
2017
Q4 		$29.8K Hold
1,250
– – 0.01% 528
2017
Q3 		$29.3K Buy
1,250
+250
+25% +$5.84K 0.01% 517
2017
Q2 		$24.2K Hold
1,000
– – 0.01% 482
2017
Q1 		$21.6K Hold
1,000
– – 0.01% 480
2016
Q4 		$18.5K Hold
1,000
– – 0.01% 474
2016
Q3 		$14.4K Hold
1,000
– – 0.01% 484
2016
Q2 		$14.1K Hold
1,000
– – 0.01% 479
2016
Q1 		$15K Buy
+1,000
New +$13.5K 0.01% 455

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
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
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

Anchor Investment Management's LOB Position: Q2 2024 in Review

Anchor Investment Management sold out of Live Oak Bancshares (LOB) in Q2 2024, closing a stake of 750 shares — an estimated $31.1K sold.

Anchor Investment Management first reported a position in LOB in Q1 2016 and held it in 17 quarters. The position peaked at $31.1K in Q1 2024. 197 funds tracked by Wall St. Rank hold LOB as of Q2 2024.

  • Anchor Investment Management reported no remaining Live Oak Bancshares position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 750 Live Oak Bancshares shares in Q2 2024, an estimated $31.1K.
  • Anchor Investment Management first reported a position in Live Oak Bancshares in Q1 2016 and held it in 17 quarters.
  • Anchor Investment Management's Live Oak Bancshares position peaked at $31.1K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.