McClarren Financial Advisors’s Live Oak Bancshares LOB Stock Holding History

McClarren Financial Advisors’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
2023 Q3	–	Sell	-54	Closed	-$1K	–	372
2023 Q2	$1K	Hold	54	–	–	﹤0.01%	315
2023 Q1	$1K	Hold	54	–	–	﹤0.01%	305
2022 Q4	$1K	Hold	54	–	–	﹤0.01%	315
2022 Q3	$1K	Buy	+54	New	+$1.94K	﹤0.01%	288
2022 Q2	–	Sell	-54	Closed	-$2K	–	160
2022 Q1	$2K	Sell	54 -1	-2%	-$64	﹤0.01%	253
2021 Q4	$5K	Buy	55 +1	+2%	+$83	﹤0.01%	264
2021 Q3	$3K	Hold	54	–	–	﹤0.01%	250
2021 Q2	$3K	Hold	54	–	–	﹤0.01%	263
2021 Q1	$4K	Hold	54	–	–	﹤0.01%	224
2020 Q4	$2K	Buy	+54	New	+$2.16K	﹤0.01%	200

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McClarren Financial Advisors's LOB Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Live Oak Bancshares (LOB) in Q3 2023, closing a stake of 54 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in LOB in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 173 funds tracked by Wall St. Rank hold LOB as of Q3 2023.

McClarren Financial Advisors reported no remaining Live Oak Bancshares position as of Q3 2023 after selling out during the quarter.
McClarren Financial Advisors sold 54 Live Oak Bancshares shares in Q3 2023, an estimated $1K.
McClarren Financial Advisors first reported a position in Live Oak Bancshares in Q4 2020 and held it in 10 quarters.
McClarren Financial Advisors's Live Oak Bancshares position peaked at $5K in Q4 2021.
173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.