B
LBC

Bellecapital’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Bellecapital’s Portfolio LBC Stock Details LBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,583
Closed -$240K – 200
2022
Q4 		$240K Hold
21,583
– – 0.07% 173
2022
Q3 		$251K Hold
21,583
– – 0.08% 164
2022
Q2 		$282K Hold
21,583
– – 0.08% 163
2022
Q1 		$287K Hold
21,583
– – 0.09% 158
2021
Q4 		$303K Buy
+21,583
New +$302K 0.09% 156

Other funds holding LBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bellecapital's LBC Position: Q1 2023 in Review

Bellecapital sold out of Luther Burbank Corporation Common Stock (LBC) in Q1 2023, closing a stake of 21,583 shares — an estimated $240K sold.

Bellecapital first reported a position in LBC in Q4 2021 and held it in 5 quarters. The position peaked at $303K in Q4 2021. 70 funds tracked by Wall St. Rank hold LBC as of Q1 2023.

  • Bellecapital reported no remaining Luther Burbank Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Bellecapital sold 21,583 Luther Burbank Corporation Common Stock shares in Q1 2023, an estimated $240K.
  • Bellecapital first reported a position in Luther Burbank Corporation Common Stock in Q4 2021 and held it in 5 quarters.
  • Bellecapital's Luther Burbank Corporation Common Stock position peaked at $303K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q1 2023.

Based on Bellecapital's 13F filing for Q1 2023, filed 25 Apr 2023.