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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors's LOB Position: Q2 2022 in Review

Capital Research Global Investors sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 925,872 shares — an estimated $47.1M sold.

Capital Research Global Investors first reported a position in LOB in Q3 2020 and held it in 7 quarters. The position peaked at $213M in Q4 2021. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

  • Capital Research Global Investors reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 925,872 Live Oak Bancshares shares in Q2 2022, an estimated $47.1M.
  • Capital Research Global Investors first reported a position in Live Oak Bancshares in Q3 2020 and held it in 7 quarters.
  • Capital Research Global Investors's Live Oak Bancshares position peaked at $213M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on Capital Research Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.