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Monarch Partners Asset Management’s Live Oak Bancshares LOB Stock Holding History

Monarch Partners Asset 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
Q2 		– Sell
-151,956
Closed -$10.4M – 166
2021
Q1 		$10.4M Buy
+151,956
New +$7.97M 1.57% 9

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Monarch Partners Asset Management's LOB Position: Q2 2021 in Review

Monarch Partners Asset Management sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 151,956 shares — an estimated $10.4M sold.

Monarch Partners Asset Management first reported a position in LOB in Q1 2021 and held it in 1 quarter. The position peaked at $10.4M in Q1 2021. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Monarch Partners Asset Management reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 151,956 Live Oak Bancshares shares in Q2 2021, an estimated $10.4M.
  • Monarch Partners Asset Management first reported a position in Live Oak Bancshares in Q1 2021 and held it in 1 quarter.
  • Monarch Partners Asset Management's Live Oak Bancshares position peaked at $10.4M in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Monarch Partners Asset Management's 13F filing for Q2 2021, filed 30 Jul 2021.