Capital Research Global Investors
LOB icon

Capital Research Global Investors’s Live Oak Bancshares LOB Stock Holding History

Capital Research Global Investors’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
Q2 		– Sell
-925,872
Closed -$47.1M – 440
2022
Q1 		$47.1M Sell
925,872
-1,509,371
-62% -$96.6M 0.01% 369
2021
Q4 		$213M Hold
2,435,243
– – 0.05% 244
2021
Q3 		$155M Buy
2,435,243
+221,000
+10% +$13.1M 0.04% 269
2021
Q2 		$131M Hold
2,214,243
– – 0.03% 279
2021
Q1 		$152M Buy
2,214,243
+191,150
+9% +$10M 0.04% 270
2020
Q4 		$96M Buy
2,023,093
+1,197,653
+145% +$48M 0.02% 298
2020
Q3 		$20.9M Buy
+825,440
New +$16.1M 0.01% 375

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return