LSV Asset Management’s Luther Burbank Corporation Common Stock LBC Stock Holding History

LSV Asset 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	-7,416	Closed	-$66K	–	903
2023 Q2	$66K	Sell	7,416 -54,917	-88%	-$498K	﹤0.01%	869
2023 Q1	$591K	Sell	62,333 -5,467	-8%	-$60.6K	﹤0.01%	709
2022 Q4	$753K	Hold	67,800	–	–	﹤0.01%	678
2022 Q3	$788K	Sell	67,800 -47,112	-41%	-$606K	﹤0.01%	667
2022 Q2	$1.5M	Sell	114,912 -7,600	-6%	-$101K	﹤0.01%	634
2022 Q1	$1.63M	Buy	122,512 +41,028	+50%	+$550K	﹤0.01%	654
2021 Q4	$1.14M	Buy	81,484 +30,013	+58%	+$421K	﹤0.01%	698
2021 Q3	$690K	Buy	+51,471	New	+$655K	﹤0.01%	750

Other funds holding LBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management's LBC Position: Q3 2023 in Review

LSV Asset Management sold out of Luther Burbank Corporation Common Stock (LBC) in Q3 2023, closing a stake of 7,416 shares — an estimated $66K sold.

LSV Asset Management first reported a position in LBC in Q3 2021 and held it in 8 quarters. The position peaked at $1.63M in Q1 2022. 68 funds tracked by Wall St. Rank hold LBC as of Q3 2023.

LSV Asset Management reported no remaining Luther Burbank Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
LSV Asset Management sold 7,416 Luther Burbank Corporation Common Stock shares in Q3 2023, an estimated $66K.
LSV Asset Management first reported a position in Luther Burbank Corporation Common Stock in Q3 2021 and held it in 8 quarters.
LSV Asset Management's Luther Burbank Corporation Common Stock position peaked at $1.63M in Q1 2022.
68 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q3 2023.

Based on LSV Asset Management's 13F filing for Q3 2023, filed 3 Nov 2023.