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Kistler-Tiffany Companies’s Live Oak Bancshares LOB Stock Holding History

Kistler-Tiffany Companies’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
2023
Q1 		– Sell
-10
Closed -$302 – 808
2022
Q4 		$302 Hold
10
– – ﹤0.01% 785
2022
Q3 		$0 Hold
10
– – ﹤0.01% 803
2022
Q2 		$0 Hold
10
– – ﹤0.01% 776
2022
Q1 		$1K Hold
10
– – ﹤0.01% 728
2021
Q4 		$1K Hold
10
– – ﹤0.01% 703
2021
Q3 		$1K Hold
10
– – ﹤0.01% 703
2021
Q2 		$1K Buy
10
+3
+43% +$188 ﹤0.01% 691
2021
Q1 		$0 Buy
+7
New +$367 ﹤0.01% 684

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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Kistler-Tiffany Companies's LOB Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of Live Oak Bancshares (LOB) in Q1 2023, closing a stake of 10 shares — an estimated $302 sold.

Kistler-Tiffany Companies first reported a position in LOB in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q1 2022. 173 funds tracked by Wall St. Rank hold LOB as of Q1 2023.

  • Kistler-Tiffany Companies reported no remaining Live Oak Bancshares position as of Q1 2023 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 10 Live Oak Bancshares shares in Q1 2023, an estimated $302.
  • Kistler-Tiffany Companies first reported a position in Live Oak Bancshares in Q1 2021 and held it in 8 quarters.
  • Kistler-Tiffany Companies's Live Oak Bancshares position peaked at $1K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.