Joel Greenblatt’s Live Oak Bancshares LOB Stock Holding History

Joel Greenblatt’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 Q4	–	Sell	-7,536	Closed	-$231K	–	1270
2022 Q3	$231K	Buy	+7,536	New	+$270K	0.01%	1047

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joel Greenblatt's LOB Position: Q4 2022 in Review

Joel Greenblatt sold out of Live Oak Bancshares (LOB) in Q4 2022, closing a stake of 7,536 shares — an estimated $231K sold.

Joel Greenblatt first reported a position in LOB in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 188 funds tracked by Wall St. Rank hold LOB as of Q4 2022.

Joel Greenblatt reported no remaining Live Oak Bancshares position as of Q4 2022 after selling out during the quarter.
Joel Greenblatt sold 7,536 Live Oak Bancshares shares in Q4 2022, an estimated $231K.
Joel Greenblatt first reported a position in Live Oak Bancshares in Q3 2022 and held it in 1 quarter.
Joel Greenblatt's Live Oak Bancshares position peaked at $231K in Q3 2022.
188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2022.

Based on Gotham Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.