LIM
LBC

Longfellow Investment Management’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Longfellow Investment 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
2023
Q3 		– Sell
-2,839
Closed -$25.3K – 266
2023
Q2 		$25.3K Hold
2,839
– – 0.01% 163
2023
Q1 		$26.9K Buy
+2,839
New +$31.5K 0.01% 168

Other funds holding LBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Longfellow Investment Management's LBC Position: Q3 2023 in Review

Longfellow Investment Management sold out of Luther Burbank Corporation Common Stock (LBC) in Q3 2023, closing a stake of 2,839 shares — an estimated $25.3K sold.

Longfellow Investment Management first reported a position in LBC in Q1 2023 and held it in 2 quarters. The position peaked at $26.9K in Q1 2023. 68 funds tracked by Wall St. Rank hold LBC as of Q3 2023.

  • Longfellow Investment Management reported no remaining Luther Burbank Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Longfellow Investment Management sold 2,839 Luther Burbank Corporation Common Stock shares in Q3 2023, an estimated $25.3K.
  • Longfellow Investment Management first reported a position in Luther Burbank Corporation Common Stock in Q1 2023 and held it in 2 quarters.
  • Longfellow Investment Management's Luther Burbank Corporation Common Stock position peaked at $26.9K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q3 2023.

Based on Longfellow Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.