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Excalibur Management’s Live Oak Bancshares LOB Stock Holding History

Excalibur Management’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
2022
Q1 		– Sell
-2,710
Closed -$237K – 157
2021
Q4 		$237K Buy
+2,710
New +$226K 0.1% 146

Other funds holding LOB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Excalibur Management's LOB Position: Q1 2022 in Review

Excalibur Management sold out of Live Oak Bancshares (LOB) in Q1 2022, closing a stake of 2,710 shares — an estimated $237K sold.

Excalibur Management first reported a position in LOB in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

  • Excalibur Management reported no remaining Live Oak Bancshares position as of Q1 2022 after selling out during the quarter.
  • Excalibur Management sold 2,710 Live Oak Bancshares shares in Q1 2022, an estimated $237K.
  • Excalibur Management first reported a position in Live Oak Bancshares in Q4 2021 and held it in 1 quarter.
  • Excalibur Management's Live Oak Bancshares position peaked at $237K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Excalibur Management's 13F filing for Q1 2022, filed 3 May 2022.