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
2019 Q3	–	Sell	-7,800	Closed	-$2K	–	4420
2019 Q2	$2K	Buy	+7,800	New	+$128K	﹤0.01%	3607

Other funds holding LOB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.