KIG
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Kowal Investment Group’s Live Oak Bancshares LOB Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-26
Closed -$2K – 574
2021
Q3 		$2K Buy
+26
New +$1.54K ﹤0.01% 815

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's LOB Position: Q4 2021 in Review

Kowal Investment Group sold out of Live Oak Bancshares (LOB) in Q4 2021, closing a stake of 26 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in LOB in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 212 funds tracked by Wall St. Rank hold LOB as of Q4 2021.

  • Kowal Investment Group reported no remaining Live Oak Bancshares position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 26 Live Oak Bancshares shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in Live Oak Bancshares in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Live Oak Bancshares position peaked at $2K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.