EGM
LOB icon

Engineers Gate Manager’s Live Oak Bancshares LOB Stock Holding History

Engineers Gate Manager’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
2026
Q1 		$398K Sell
12,035
-20,126
-63% -$742K 0.01% 1533
2025
Q4 		$1.1M Buy
32,161
+11,804
+58% +$395K 0.01% 983
2025
Q3 		$717K Buy
+20,357
New +$701K 0.01% 1331
2025
Q2 		– Sell
-13,582
Closed -$362K – 2379
2025
Q1 		$362K Buy
+13,582
New +$451K 0.01% 1602
2023
Q3 		– Sell
-9,588
Closed -$252K – 1959
2023
Q2 		$252K Sell
9,588
-3,095
-24% -$72.8K 0.01% 1377
2023
Q1 		$309K Buy
+12,683
New +$398K 0.01% 1228
2022
Q4 		– Sell
-8,052
Closed -$246K – 1879
2022
Q3 		$246K Sell
8,052
-3,520
-30% -$126K 0.02% 1216
2022
Q2 		$392K Sell
11,572
-1,958
-14% -$80.9K 0.01% 1245
2022
Q1 		$689K Buy
13,530
+9,648
+249% +$617K 0.03% 890
2021
Q4 		$339K Buy
+3,882
New +$323K 0.02% 1315
2018
Q3 		– Sell
-15,017
Closed -$460K – 1055
2018
Q2 		$460K Buy
+15,017
New +$440K 0.04% 560

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 $5.7T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return