Kennedy Capital Management’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Kennedy Capital Management’s Portfolio LBC Stock Details LBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-326,432	Closed	-$2.99M	–	728
2020 Q1	$2.99M	Buy	326,432 +52,790	+19%	+$549K	0.11%	349
2019 Q4	$3.15M	Buy	273,642 +44,301	+19%	+$504K	0.08%	460
2019 Q3	$2.6M	Buy	229,341 +47,832	+26%	+$522K	0.06%	490
2019 Q2	$1.98M	Buy	181,509 +51,487	+40%	+$537K	0.05%	540
2019 Q1	$1.31M	Buy	+130,022	New	+$1.3M	0.03%	587
2018 Q1	–	Sell	-113,503	Closed	-$1.37M	–	771
2017 Q4	$1.37M	Buy	+113,503	New	+$1.37M	0.02%	646

Other funds holding LBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kennedy Capital Management's LBC Position: Q2 2020 in Review

Kennedy Capital Management sold out of Luther Burbank Corporation Common Stock (LBC) in Q2 2020, closing a stake of 326,432 shares — an estimated $2.99M sold.

Kennedy Capital Management first reported a position in LBC in Q4 2017 and held it in 6 quarters. The position peaked at $3.15M in Q4 2019. 68 funds tracked by Wall St. Rank hold LBC as of Q2 2020.

Kennedy Capital Management reported no remaining Luther Burbank Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
Kennedy Capital Management sold 326,432 Luther Burbank Corporation Common Stock shares in Q2 2020, an estimated $2.99M.
Kennedy Capital Management first reported a position in Luther Burbank Corporation Common Stock in Q4 2017 and held it in 6 quarters.
Kennedy Capital Management's Luther Burbank Corporation Common Stock position peaked at $3.15M in Q4 2019.
68 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q2 2020.

Based on Kennedy Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.