Bowling Portfolio Management’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Bowling Portfolio Management’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
2020 Q3	–	Sell	-69,445	Closed	-$694K	–	494
2020 Q2	$694K	Hold	69,445	–	–	0.15%	186
2020 Q1	$637K	Sell	69,445 -4,293	-6%	-$44.7K	0.16%	194
2019 Q4	$850K	Sell	73,738 -31,098	-30%	-$354K	0.14%	225
2019 Q3	$1.19M	Buy	+104,836	New	+$1.14M	0.2%	182

Other funds holding LBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Bowling Portfolio Management's LBC Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Luther Burbank Corporation Common Stock (LBC) in Q3 2020, closing a stake of 69,445 shares — an estimated $694K sold.

Bowling Portfolio Management first reported a position in LBC in Q3 2019 and held it in 4 quarters. The position peaked at $1.19M in Q3 2019. 62 funds tracked by Wall St. Rank hold LBC as of Q3 2020.

Bowling Portfolio Management reported no remaining Luther Burbank Corporation Common Stock position as of Q3 2020 after selling out during the quarter.
Bowling Portfolio Management sold 69,445 Luther Burbank Corporation Common Stock shares in Q3 2020, an estimated $694K.
Bowling Portfolio Management first reported a position in Luther Burbank Corporation Common Stock in Q3 2019 and held it in 4 quarters.
Bowling Portfolio Management's Luther Burbank Corporation Common Stock position peaked at $1.19M in Q3 2019.
62 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.