Brown Advisory’s Live Oak Bancshares LOB Stock Holding History

Brown Advisory’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
2022 Q1	–	Sell	-4,684	Closed	-$409K	–	1186
2021 Q4	$409K	Buy	+4,684	New	+$390K	﹤0.01%	934

Other funds holding LOB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory's LOB Position: Q1 2022 in Review

Brown Advisory sold out of Live Oak Bancshares (LOB) in Q1 2022, closing a stake of 4,684 shares — an estimated $409K sold.

Brown Advisory first reported a position in LOB in Q4 2021 and held it in 1 quarter. The position peaked at $409K in Q4 2021. 207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

Brown Advisory reported no remaining Live Oak Bancshares position as of Q1 2022 after selling out during the quarter.
Brown Advisory sold 4,684 Live Oak Bancshares shares in Q1 2022, an estimated $409K.
Brown Advisory first reported a position in Live Oak Bancshares in Q4 2021 and held it in 1 quarter.
Brown Advisory's Live Oak Bancshares position peaked at $409K in Q4 2021.
207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Brown Advisory's 13F filing for Q1 2022, filed 9 May 2022.