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M&G Investment Management’s Live Oak Bancshares LOB Stock Holding History

M&G Investment Management’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
Q3 		– Sell
-26,351
Closed -$1.55K – 765
2021
Q2 		$1.55K Buy
+26,351
New +$1.65M ﹤0.01% 554

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

M&G Investment Management's LOB Position: Q3 2021 in Review

M&G Investment Management sold out of Live Oak Bancshares (LOB) in Q3 2021, closing a stake of 26,351 shares — an estimated $1.55K sold.

M&G Investment Management first reported a position in LOB in Q2 2021 and held it in 1 quarter. The position peaked at $1.55K in Q2 2021. 165 funds tracked by Wall St. Rank hold LOB as of Q3 2021.

  • M&G Investment Management reported no remaining Live Oak Bancshares position as of Q3 2021 after selling out during the quarter.
  • M&G Investment Management sold 26,351 Live Oak Bancshares shares in Q3 2021, an estimated $1.55K.
  • M&G Investment Management first reported a position in Live Oak Bancshares in Q2 2021 and held it in 1 quarter.
  • M&G Investment Management's Live Oak Bancshares position peaked at $1.55K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2021.

Based on M&G Investment Management's 13F filing for Q3 2021, filed 9 Nov 2021.