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Legal Advantage Investments’s Live Oak Bancshares LOB Stock Holding History

Legal Advantage Investments’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
2022
Q2 		– Sell
-4,175
Closed -$212K – 78
2022
Q1 		$212K Sell
4,175
-4,675
-53% -$299K 0.16% 79
2021
Q4 		$773K Sell
8,850
-1,650
-16% -$137K 0.52% 50
2021
Q3 		$668K Hold
10,500
– – 0.45% 56
2021
Q2 		$620K Hold
10,500
– – 0.42% 55
2021
Q1 		$719K Hold
10,500
– – 0.54% 49
2020
Q4 		$498K Buy
+10,500
New +$421K 0.39% 55

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Legal Advantage Investments's LOB Position: Q2 2022 in Review

Legal Advantage Investments sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 4,175 shares — an estimated $212K sold.

Legal Advantage Investments first reported a position in LOB in Q4 2020 and held it in 6 quarters. The position peaked at $773K in Q4 2021. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

  • Legal Advantage Investments reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
  • Legal Advantage Investments sold 4,175 Live Oak Bancshares shares in Q2 2022, an estimated $212K.
  • Legal Advantage Investments first reported a position in Live Oak Bancshares in Q4 2020 and held it in 6 quarters.
  • Legal Advantage Investments's Live Oak Bancshares position peaked at $773K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on Legal Advantage Investments's 13F filing for Q2 2022, filed 26 Jul 2022.