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Clean Yield Group’s Live Oak Bancshares LOB Stock Holding History

Clean Yield Group’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
2023
Q3 		– Sell
-16
Closed -$421 – 401
2023
Q2 		$421 Hold
16
– – ﹤0.01% 393
2023
Q1 		$390 Hold
16
– – ﹤0.01% 413
2022
Q4 		$483 Hold
16
– – ﹤0.01% 441
2022
Q3 		$0 Buy
+16
New +$574 ﹤0.01% 467

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clean Yield Group's LOB Position: Q3 2023 in Review

Clean Yield Group sold out of Live Oak Bancshares (LOB) in Q3 2023, closing a stake of 16 shares — an estimated $421 sold.

Clean Yield Group first reported a position in LOB in Q3 2022 and held it in 4 quarters. The position peaked at $483 in Q4 2022. 173 funds tracked by Wall St. Rank hold LOB as of Q3 2023.

  • Clean Yield Group reported no remaining Live Oak Bancshares position as of Q3 2023 after selling out during the quarter.
  • Clean Yield Group sold 16 Live Oak Bancshares shares in Q3 2023, an estimated $421.
  • Clean Yield Group first reported a position in Live Oak Bancshares in Q3 2022 and held it in 4 quarters.
  • Clean Yield Group's Live Oak Bancshares position peaked at $483 in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.