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Jefferies Group’s Live Oak Bancshares LOB Stock Holding History

Jefferies Group’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
2020
Q2 		– Sell
-90,000
Closed -$1.12M – 1740
2020
Q1 		$1.12M Sell
90,000
-90,000
-50% -$1.42M 0.01% 957
2019
Q4 		$3.42M Buy
180,000
+100,000
+125% +$1.85M 0.03% 732
2019
Q3 		$1.45M Buy
+80,000
New +$1.44M 0.01% 1279

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Jefferies Group's LOB Position: Q2 2020 in Review

Jefferies Group sold out of Live Oak Bancshares (LOB) in Q2 2020, closing a stake of 55,000 shares — an estimated $686K sold.

Jefferies Group first reported a position in LOB in Q1 2019 and held it in 5 quarters. The position peaked at $686K in Q1 2020. 105 funds tracked by Wall St. Rank hold LOB as of Q2 2020.

  • Jefferies Group reported no remaining Live Oak Bancshares position as of Q2 2020 after selling out during the quarter.
  • Jefferies Group sold 55,000 Live Oak Bancshares shares in Q2 2020, an estimated $686K.
  • Jefferies Group first reported a position in Live Oak Bancshares in Q1 2019 and held it in 5 quarters.
  • Jefferies Group's Live Oak Bancshares position peaked at $686K in Q1 2020.
  • 105 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2020.

Based on Jefferies Group's 13F filing for Q2 2020, filed 14 Aug 2020.