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Jupiter Asset Management’s Live Oak Bancshares LOB Stock Holding History

Jupiter Asset Management’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
Q3 		– Sell
-154,149
Closed -$5.4M – 456
2024
Q2 		$5.4M Hold
154,149
– – 0.05% 261
2024
Q1 		$6.4M Buy
154,149
+11,264
+8% +$448K 0.06% 243
2023
Q4 		$6.5M Buy
142,885
+108,563
+316% +$3.64M 0.06% 240
2023
Q3 		$994K Buy
+34,322
New +$1.1M 0.01% 400

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Asset Management's LOB Position: Q3 2024 in Review

Jupiter Asset Management sold out of Live Oak Bancshares (LOB) in Q3 2024, closing a stake of 154,149 shares — an estimated $5.4M sold.

Jupiter Asset Management first reported a position in LOB in Q3 2023 and held it in 4 quarters. The position peaked at $6.5M in Q4 2023. 210 funds tracked by Wall St. Rank hold LOB as of Q3 2024.

  • Jupiter Asset Management reported no remaining Live Oak Bancshares position as of Q3 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 154,149 Live Oak Bancshares shares in Q3 2024, an estimated $5.4M.
  • Jupiter Asset Management first reported a position in Live Oak Bancshares in Q3 2023 and held it in 4 quarters.
  • Jupiter Asset Management's Live Oak Bancshares position peaked at $6.5M in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2024.

Based on Jupiter Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.