FORA Capital’s Live Oak Bancshares LOB Stock Holding History

FORA Capital’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 Q2	–	Sell	-7,389	Closed	-$376K	–	579
2022 Q1	$376K	Buy	+7,389	New	+$473K	0.07%	340

Other funds holding LOB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

FORA Capital's LOB Position: Q2 2022 in Review

FORA Capital sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 7,389 shares — an estimated $376K sold.

FORA Capital first reported a position in LOB in Q1 2022 and held it in 1 quarter. The position peaked at $376K in Q1 2022. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

FORA Capital reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
FORA Capital sold 7,389 Live Oak Bancshares shares in Q2 2022, an estimated $376K.
FORA Capital first reported a position in Live Oak Bancshares in Q1 2022 and held it in 1 quarter.
FORA Capital's Live Oak Bancshares position peaked at $376K in Q1 2022.
174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on FORA Capital's 13F filing for Q2 2022, filed 11 Aug 2022.