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Brandywine Global Investment Management’s Live Oak Bancshares LOB Stock Holding History

Brandywine Global 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
Q4 		– Sell
-67,029
Closed -$3.24M – 650
2024
Q3 		$3.24M Buy
+67,029
New +$2.8M 0.02% 476

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Brandywine Global Investment Management's LOB Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 67,029 shares — an estimated $3.24M sold.

Brandywine Global Investment Management first reported a position in LOB in Q3 2024 and held it in 1 quarter. The position peaked at $3.24M in Q3 2024. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 67,029 Live Oak Bancshares shares in Q4 2024, an estimated $3.24M.
  • Brandywine Global Investment Management first reported a position in Live Oak Bancshares in Q3 2024 and held it in 1 quarter.
  • Brandywine Global Investment Management's Live Oak Bancshares position peaked at $3.24M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.