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Lee Financial’s Live Oak Bancshares LOB Stock Holding History

Lee Financial’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
2020
Q4 		– Sell
-3,575
Closed -$91K – 510
2020
Q3 		$91K Buy
+3,575
New +$69.6K 0.03% 160

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Lee Financial's LOB Position: Q4 2020 in Review

Lee Financial sold out of Live Oak Bancshares (LOB) in Q4 2020, closing a stake of 3,575 shares — an estimated $91K sold.

Lee Financial first reported a position in LOB in Q3 2020 and held it in 1 quarter. The position peaked at $91K in Q3 2020. 160 funds tracked by Wall St. Rank hold LOB as of Q4 2020.

  • Lee Financial reported no remaining Live Oak Bancshares position as of Q4 2020 after selling out during the quarter.
  • Lee Financial sold 3,575 Live Oak Bancshares shares in Q4 2020, an estimated $91K.
  • Lee Financial first reported a position in Live Oak Bancshares in Q3 2020 and held it in 1 quarter.
  • Lee Financial's Live Oak Bancshares position peaked at $91K in Q3 2020.
  • 160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.