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McIlrath & Eck’s Live Oak Bancshares LOB Stock Holding History

McIlrath & Eck’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
Q1 		– Sell
-1,345
Closed -$64K – 763
2020
Q4 		$64K Hold
1,345
– – 0.02% 145
2020
Q3 		$34K Hold
1,345
– – 0.01% 192
2020
Q2 		$20K Hold
1,345
– – 0.01% 242
2020
Q1 		$17K Hold
1,345
– – 0.01% 216
2019
Q4 		$26K Buy
+1,345
New +$24.9K 0.01% 197

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

McIlrath & Eck's LOB Position: Q1 2021 in Review

McIlrath & Eck sold out of Live Oak Bancshares (LOB) in Q1 2021, closing a stake of 1,345 shares — an estimated $64K sold.

McIlrath & Eck first reported a position in LOB in Q4 2019 and held it in 5 quarters. The position peaked at $64K in Q4 2020. 166 funds tracked by Wall St. Rank hold LOB as of Q1 2021.

  • McIlrath & Eck reported no remaining Live Oak Bancshares position as of Q1 2021 after selling out during the quarter.
  • McIlrath & Eck sold 1,345 Live Oak Bancshares shares in Q1 2021, an estimated $64K.
  • McIlrath & Eck first reported a position in Live Oak Bancshares in Q4 2019 and held it in 5 quarters.
  • McIlrath & Eck's Live Oak Bancshares position peaked at $64K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2021.

Based on McIlrath & Eck's 13F filing for Q1 2021, filed 12 May 2021.