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Hanseatic Management Services’s Live Oak Bancshares LOB Stock Holding History

Hanseatic Management Services’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
Q4 		– Sell
-133
Closed -$6.3K – 133
2024
Q3 		$6.3K Hold
133
– – 0.01% 103
2024
Q2 		$4.66K Hold
133
– – 0.01% 112
2024
Q1 		$5.52K Buy
+133
New +$5.29K 0.01% 108

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Hanseatic Management Services's LOB Position: Q4 2024 in Review

Hanseatic Management Services sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 133 shares — an estimated $6.3K sold.

Hanseatic Management Services first reported a position in LOB in Q1 2024 and held it in 3 quarters. The position peaked at $6.3K in Q3 2024. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Hanseatic Management Services reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Hanseatic Management Services sold 133 Live Oak Bancshares shares in Q4 2024, an estimated $6.3K.
  • Hanseatic Management Services first reported a position in Live Oak Bancshares in Q1 2024 and held it in 3 quarters.
  • Hanseatic Management Services's Live Oak Bancshares position peaked at $6.3K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Hanseatic Management Services's 13F filing for Q4 2024, filed 15 Jan 2025.