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Cornerstone Investment Partners’s Live Oak Bancshares LOB Stock Holding History

Cornerstone Investment Partners’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
-5,730
Closed -$292K – 220
2022
Q1 		$292K Hold
5,730
– – 0.02% 130
2021
Q4 		$500K Hold
5,730
– – 0.03% 73
2021
Q3 		$365K Sell
5,730
-1,400
-20% -$83K 0.02% 83
2021
Q2 		$421K Hold
7,130
– – 0.02% 95
2021
Q1 		$488K Hold
7,130
– – 0.03% 78
2020
Q4 		$338K Buy
+7,130
New +$286K 0.02% 85

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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cornerstone Investment Partners's LOB Position: Q2 2022 in Review

Cornerstone Investment Partners sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 5,730 shares — an estimated $292K sold.

Cornerstone Investment Partners first reported a position in LOB in Q4 2020 and held it in 6 quarters. The position peaked at $500K in Q4 2021. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

  • Cornerstone Investment Partners reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Investment Partners sold 5,730 Live Oak Bancshares shares in Q2 2022, an estimated $292K.
  • Cornerstone Investment Partners first reported a position in Live Oak Bancshares in Q4 2020 and held it in 6 quarters.
  • Cornerstone Investment Partners's Live Oak Bancshares position peaked at $500K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on Cornerstone Investment Partners's 13F filing for Q2 2022, filed 29 Jul 2022.