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First PREMIER Bank’s Live Oak Bancshares LOB Stock Holding History

First PREMIER Bank’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
Q2 		– Sell
-47
Closed -$2K – 452
2024
Q1 		$2K Buy
+47
New +$1.87K ﹤0.01% 450

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First PREMIER Bank's LOB Position: Q2 2024 in Review

First PREMIER Bank sold out of Live Oak Bancshares (LOB) in Q2 2024, closing a stake of 47 shares — an estimated $2K sold.

First PREMIER Bank first reported a position in LOB in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 197 funds tracked by Wall St. Rank hold LOB as of Q2 2024.

  • First PREMIER Bank reported no remaining Live Oak Bancshares position as of Q2 2024 after selling out during the quarter.
  • First PREMIER Bank sold 47 Live Oak Bancshares shares in Q2 2024, an estimated $2K.
  • First PREMIER Bank first reported a position in Live Oak Bancshares in Q1 2024 and held it in 1 quarter.
  • First PREMIER Bank's Live Oak Bancshares position peaked at $2K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2024.

Based on First PREMIER Bank's 13F filing for Q2 2024, filed 17 Jul 2024.