Artisan Partners
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Artisan Partners’s Live Oak Bancshares LOB Stock Holding History

Artisan 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
2023
Q1 		– Sell
-762,754
Closed -$23M – 336
2022
Q4 		$23M Sell
762,754
-11,966
-2% -$382K 0.04% 248
2022
Q3 		$23.7M Sell
774,720
-2,712
-0.3% -$97.3K 0.04% 248
2022
Q2 		$26.3M Sell
777,432
-134,323
-15% -$5.55M 0.04% 246
2022
Q1 		$46.4M Buy
911,755
+747,166
+454% +$47.8M 0.06% 237
2021
Q4 		$14.4M Buy
+164,589
New +$13.7M 0.02% 309

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Artisan Partners's LOB Position: Q1 2023 in Review

Artisan Partners sold out of Live Oak Bancshares (LOB) in Q1 2023, closing a stake of 762,754 shares — an estimated $23M sold.

Artisan Partners first reported a position in LOB in Q4 2021 and held it in 5 quarters. The position peaked at $46.4M in Q1 2022. 173 funds tracked by Wall St. Rank hold LOB as of Q1 2023.

  • Artisan Partners reported no remaining Live Oak Bancshares position as of Q1 2023 after selling out during the quarter.
  • Artisan Partners sold 762,754 Live Oak Bancshares shares in Q1 2023, an estimated $23M.
  • Artisan Partners first reported a position in Live Oak Bancshares in Q4 2021 and held it in 5 quarters.
  • Artisan Partners's Live Oak Bancshares position peaked at $46.4M in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2023.

Based on Artisan Partners's 13F filing for Q1 2023, filed 11 May 2023.