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Aperio Group’s Live Oak Bancshares LOB Stock Holding History

Aperio Group’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
2020
Q4 		$861K Buy
18,151
+1,890
+12% +$75.8K ﹤0.01% 1680
2020
Q3 		$412K Buy
16,261
+1,382
+9% +$26.9K ﹤0.01% 1921
2020
Q2 		$216K Sell
14,879
-752
-5% -$10.2K ﹤0.01% 2154
2020
Q1 		$195K Buy
+15,631
New +$247K ﹤0.01% 2100
2019
Q3 		– Sell
-9,068
Closed -$156K – 2558
2019
Q2 		$156K Buy
+9,068
New +$149K ﹤0.01% 2257

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Aperio Group's LOB Position: Q4 2020 in Review

Aperio Group increased its Live Oak Bancshares (LOB) stake by 12% in Q4 2020, buying an estimated $75.8K and bringing the position to 18,151 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Aperio Group first reported a position in LOB in Q2 2019 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold LOB as of Q4 2020.

  • Aperio Group held 18,151 shares of Live Oak Bancshares worth $861K as of Q4 2020.
  • Aperio Group bought 1,890 Live Oak Bancshares shares in Q4 2020, an estimated $75.8K.
  • Live Oak Bancshares made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1680 holding.
  • Aperio Group first reported a position in Live Oak Bancshares in Q2 2019 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.