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Cutler Group’s Live Oak Bancshares LOB Stock Holding History

Cutler 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
2021
Q1 		– Sell
-9,325
Closed -$442K – 6004
2020
Q4 		$442K Buy
9,325
+4,000
+75% +$160K 0.02% 690
2020
Q3 		$134K Buy
5,325
+3,949
+287% +$76.9K 0.01% 1135
2020
Q2 		$19K Buy
+1,376
New +$18.7K ﹤0.01% 2420
2019
Q3 		– Sell
-4,784
Closed -$82K – 4419
2019
Q2 		$82K Buy
4,784
+4,485
+1,500% +$73.7K 0.01% 1211
2019
Q1 		$4K Buy
+299
New +$4.59K ﹤0.01% 3052
2017
Q4 		– Sell
-218
Closed -$5K – 5454
2017
Q3 		$5K Sell
218
-101
-32% -$2.36K ﹤0.01% 4391
2017
Q2 		$7K Buy
+319
New +$7.63K ﹤0.01% 4530

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

Cutler Group's LOB Position: Q1 2021 in Review

Cutler Group sold out of Live Oak Bancshares (LOB) in Q1 2021, closing a stake of 9,325 shares — an estimated $442K sold.

Cutler Group first reported a position in LOB in Q2 2017 and held it in 7 quarters. The position peaked at $442K in Q4 2020. 166 funds tracked by Wall St. Rank hold LOB as of Q1 2021.

  • Cutler Group reported no remaining Live Oak Bancshares position as of Q1 2021 after selling out during the quarter.
  • Cutler Group sold 9,325 Live Oak Bancshares shares in Q1 2021, an estimated $442K.
  • Cutler Group first reported a position in Live Oak Bancshares in Q2 2017 and held it in 7 quarters.
  • Cutler Group's Live Oak Bancshares position peaked at $442K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.