Connor, Clark & Lunn Investment Management (CC&L)
LOB icon

Connor, Clark & Lunn Investment Management (CC&L)’s Live Oak Bancshares LOB Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q4 		– Sell
-16,638
Closed -$509K – 1339
2022
Q3 		$509K Buy
+16,638
New +$597K ﹤0.01% 815

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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s LOB Position: Q4 2022 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Live Oak Bancshares (LOB) in Q4 2022, closing a stake of 16,638 shares — an estimated $509K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in LOB in Q3 2022 and held it in 1 quarter. The position peaked at $509K in Q3 2022. 188 funds tracked by Wall St. Rank hold LOB as of Q4 2022.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Live Oak Bancshares position as of Q4 2022 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 16,638 Live Oak Bancshares shares in Q4 2022, an estimated $509K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Live Oak Bancshares in Q3 2022 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Live Oak Bancshares position peaked at $509K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2022.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2022, filed 10 Feb 2023.