First Trust Advisors’s Luther Burbank Corporation Common Stock LBC Stock Holding History

First Trust Advisors’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
2022 Q4	–	Sell	-19,402	Closed	-$225K	–	2592
2022 Q3	$225K	Sell	19,402 -2,281	-11%	-$29.4K	﹤0.01%	2387
2022 Q2	$283K	Buy	+21,683	New	+$288K	﹤0.01%	2314
2021 Q4	–	Sell	-22,366	Closed	-$300K	–	2617
2021 Q3	$300K	Sell	22,366 -4,711	-17%	-$60K	﹤0.01%	2386
2021 Q2	$321K	Buy	+27,077	New	+$319K	﹤0.01%	2363
2020 Q4	–	Sell	-19,138	Closed	-$160K	–	2439
2020 Q3	$160K	Sell	19,138 -30,357	-61%	-$283K	﹤0.01%	2253
2020 Q2	$495K	Buy	49,495 +21,301	+76%	+$205K	﹤0.01%	2024
2020 Q1	$259K	Sell	28,194 -5,468	-16%	-$56.9K	﹤0.01%	2119
2019 Q4	$388K	Sell	33,662 -33,375	-50%	-$380K	﹤0.01%	2200
2019 Q3	$760K	Buy	67,037 +26,721	+66%	+$292K	﹤0.01%	1974
2019 Q2	$439K	Sell	40,316 -8,194	-17%	-$85.4K	﹤0.01%	2178
2019 Q1	$490K	Sell	48,510 -11,025	-19%	-$110K	﹤0.01%	2128
2018 Q4	$537K	Sell	59,535 -22,270	-27%	-$217K	﹤0.01%	2106
2018 Q3	$890K	Buy	81,805 +1,857	+2%	+$20.9K	﹤0.01%	1992
2018 Q2	$920K	Buy	+79,948	New	+$983K	﹤0.01%	1971

Other funds holding LBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors's LBC Position: Q4 2022 in Review

First Trust Advisors sold out of Luther Burbank Corporation Common Stock (LBC) in Q4 2022, closing a stake of 19,402 shares — an estimated $225K sold.

First Trust Advisors first reported a position in LBC in Q2 2018 and held it in 14 quarters. The position peaked at $920K in Q2 2018. 69 funds tracked by Wall St. Rank hold LBC as of Q4 2022.

First Trust Advisors reported no remaining Luther Burbank Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
First Trust Advisors sold 19,402 Luther Burbank Corporation Common Stock shares in Q4 2022, an estimated $225K.
First Trust Advisors first reported a position in Luther Burbank Corporation Common Stock in Q2 2018 and held it in 14 quarters.
First Trust Advisors's Luther Burbank Corporation Common Stock position peaked at $920K in Q2 2018.
69 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q4 2022.

Based on First Trust Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.