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Eudaimonia Partners’s Live Oak Bancshares LOB Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-235
Closed -$16K – 942
2021
Q1 		$16K Buy
+235
New +$12.3K ﹤0.01% 1020

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Vanguard Group
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State Street
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AllianceBernstein
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Dimensional Fund Advisors
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Eudaimonia Partners's LOB Position: Q2 2021 in Review

Eudaimonia Partners sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 235 shares — an estimated $16K sold.

Eudaimonia Partners first reported a position in LOB in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Eudaimonia Partners reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 235 Live Oak Bancshares shares in Q2 2021, an estimated $16K.
  • Eudaimonia Partners first reported a position in Live Oak Bancshares in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Live Oak Bancshares position peaked at $16K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.