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Edge Capital Group’s Live Oak Bancshares LOB Stock Holding History

Edge Capital 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
2024
Q4 		– Sell
-4,425
Closed -$210K – 346
2024
Q3 		$210K Buy
+4,425
New +$185K 0.01% 304
2024
Q1 		– Sell
-4,425
Closed -$201K – 326
2023
Q4 		$201K Buy
+4,425
New +$149K 0.01% 294

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Edge Capital Group's LOB Position: Q4 2024 in Review

Edge Capital Group sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 4,425 shares — an estimated $210K sold.

Edge Capital Group first reported a position in LOB in Q4 2023 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Edge Capital Group reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Edge Capital Group sold 4,425 Live Oak Bancshares shares in Q4 2024, an estimated $210K.
  • Edge Capital Group first reported a position in Live Oak Bancshares in Q4 2023 and held it in 2 quarters.
  • Edge Capital Group's Live Oak Bancshares position peaked at $210K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.