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CNA Financial’s Live Oak Bancshares LOB Stock Holding History

CNA Financial’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
Q3 		– Sell
-13,200
Closed -$447K – 175
2022
Q2 		$447K Sell
13,200
-280
-2% -$11.6K 0.16% 136
2022
Q1 		$686K Sell
13,480
-1,970
-13% -$126K 0.21% 125
2021
Q4 		$1.35M Buy
15,450
+240
+2% +$20K 0.35% 69
2021
Q3 		$968K Buy
15,210
+660
+5% +$39.1K 0.26% 111
2021
Q2 		$858K Buy
14,550
+7,384
+103% +$463K 0.24% 128
2021
Q1 		$491K Buy
+7,166
New +$376K 0.15% 160

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CNA Financial's LOB Position: Q3 2022 in Review

CNA Financial sold out of Live Oak Bancshares (LOB) in Q3 2022, closing a stake of 13,200 shares — an estimated $447K sold.

CNA Financial first reported a position in LOB in Q1 2021 and held it in 6 quarters. The position peaked at $1.35M in Q4 2021. 188 funds tracked by Wall St. Rank hold LOB as of Q3 2022.

  • CNA Financial reported no remaining Live Oak Bancshares position as of Q3 2022 after selling out during the quarter.
  • CNA Financial sold 13,200 Live Oak Bancshares shares in Q3 2022, an estimated $447K.
  • CNA Financial first reported a position in Live Oak Bancshares in Q1 2021 and held it in 6 quarters.
  • CNA Financial's Live Oak Bancshares position peaked at $1.35M in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2022.

Based on CNA Financial's 13F filing for Q3 2022, filed 10 Nov 2022.