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ClariVest Asset Management’s Live Oak Bancshares LOB Stock Holding History

ClariVest Asset 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
2021
Q1 		– Sell
-331
Closed -$16K – 777
2020
Q4 		$16K Buy
+331
New +$13.3K ﹤0.01% 504

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

ClariVest Asset Management's LOB Position: Q1 2021 in Review

ClariVest Asset Management sold out of Live Oak Bancshares (LOB) in Q1 2021, closing a stake of 331 shares — an estimated $16K sold.

ClariVest Asset Management first reported a position in LOB in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 166 funds tracked by Wall St. Rank hold LOB as of Q1 2021.

  • ClariVest Asset Management reported no remaining Live Oak Bancshares position as of Q1 2021 after selling out during the quarter.
  • ClariVest Asset Management sold 331 Live Oak Bancshares shares in Q1 2021, an estimated $16K.
  • ClariVest Asset Management first reported a position in Live Oak Bancshares in Q4 2020 and held it in 1 quarter.
  • ClariVest Asset Management's Live Oak Bancshares position peaked at $16K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2021.

Based on ClariVest Asset Management's 13F filing for Q1 2021, filed 13 May 2021.