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Great Lakes Advisors’s Live Oak Bancshares LOB Stock Holding History

Great Lakes Advisors’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
Q3 		– Sell
-6,916
Closed -$234K – 676
2022
Q2 		$234K Sell
6,916
-3,962
-36% -$164K ﹤0.01% 611
2022
Q1 		$554K Buy
10,878
+271
+3% +$17.3K 0.01% 509
2021
Q4 		$926K Buy
10,607
+4,563
+75% +$380K 0.01% 452
2021
Q3 		$385K Buy
+6,044
New +$358K 0.01% 555

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Lakes Advisors's LOB Position: Q3 2022 in Review

Great Lakes Advisors sold out of Live Oak Bancshares (LOB) in Q3 2022, closing a stake of 6,916 shares — an estimated $234K sold.

Great Lakes Advisors first reported a position in LOB in Q3 2021 and held it in 4 quarters. The position peaked at $926K in Q4 2021. 188 funds tracked by Wall St. Rank hold LOB as of Q3 2022.

  • Great Lakes Advisors reported no remaining Live Oak Bancshares position as of Q3 2022 after selling out during the quarter.
  • Great Lakes Advisors sold 6,916 Live Oak Bancshares shares in Q3 2022, an estimated $234K.
  • Great Lakes Advisors first reported a position in Live Oak Bancshares in Q3 2021 and held it in 4 quarters.
  • Great Lakes Advisors's Live Oak Bancshares position peaked at $926K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2022.

Based on Great Lakes Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.