E
LBC

Ergoteles’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Ergoteles’s Portfolio LBC Stock Details LBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,252
Closed -$127K – 948
2023
Q2 		$127K Sell
14,252
-6,270
-31% -$56.8K 0.01% 903
2023
Q1 		$195K Buy
+20,522
New +$227K 0.01% 1016
2021
Q3 		– Sell
-13,700
Closed -$162K – 1795
2021
Q2 		$162K Buy
+13,700
New +$162K ﹤0.01% 1337

Other funds holding LBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's LBC Position: Q3 2023 in Review

Ergoteles sold out of Luther Burbank Corporation Common Stock (LBC) in Q3 2023, closing a stake of 14,252 shares — an estimated $127K sold.

Ergoteles first reported a position in LBC in Q2 2021 and held it in 3 quarters. The position peaked at $195K in Q1 2023. 68 funds tracked by Wall St. Rank hold LBC as of Q3 2023.

  • Ergoteles reported no remaining Luther Burbank Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 14,252 Luther Burbank Corporation Common Stock shares in Q3 2023, an estimated $127K.
  • Ergoteles first reported a position in Luther Burbank Corporation Common Stock in Q2 2021 and held it in 3 quarters.
  • Ergoteles's Luther Burbank Corporation Common Stock position peaked at $195K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q3 2023.

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