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Disciplined Investments’s Live Oak Bancshares LOB Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-6
Closed -$158 – 917
2023
Q2 		$158 Buy
+6
New +$141 ﹤0.01% 1541
2023
Q1 		– Sell
-6
Closed -$181 – 1700
2022
Q4 		$181 Sell
6
-1
-14% -$32 ﹤0.01% 1446
2022
Q3 		$0 Buy
+7
New +$251 ﹤0.01% 1434
2022
Q2 		– Sell
-5
Closed – – 1468
2022
Q1 		$0 Buy
+5
New +$320 ﹤0.01% 1497
2021
Q2 		– Sell
-14
Closed -$1K – 430
2021
Q1 		$1K Buy
+14
New +$735 ﹤0.01% 366

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's LOB Position: Q3 2023 in Review

Disciplined Investments sold out of Live Oak Bancshares (LOB) in Q3 2023, closing a stake of 6 shares — an estimated $158 sold.

Disciplined Investments first reported a position in LOB in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 173 funds tracked by Wall St. Rank hold LOB as of Q3 2023.

  • Disciplined Investments reported no remaining Live Oak Bancshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Live Oak Bancshares shares in Q3 2023, an estimated $158.
  • Disciplined Investments first reported a position in Live Oak Bancshares in Q1 2021 and held it in 5 quarters.
  • Disciplined Investments's Live Oak Bancshares position peaked at $1K in Q1 2021.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.