MCC
LBC

Money Concepts Capital’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-300
Closed -$3.33K – 3113
2022
Q4 		$3.33K Buy
+300
New +$3.52K ﹤0.01% 2516
2022
Q2 		– Sell
-300
Closed -$4K – 2732
2022
Q1 		$4K Buy
+300
New +$4.02K ﹤0.01% 2315

Other funds holding LBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Money Concepts Capital's LBC Position: Q1 2023 in Review

Money Concepts Capital sold out of Luther Burbank Corporation Common Stock (LBC) in Q1 2023, closing a stake of 300 shares — an estimated $3.33K sold.

Money Concepts Capital first reported a position in LBC in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 70 funds tracked by Wall St. Rank hold LBC as of Q1 2023.

  • Money Concepts Capital reported no remaining Luther Burbank Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 Luther Burbank Corporation Common Stock shares in Q1 2023, an estimated $3.33K.
  • Money Concepts Capital first reported a position in Luther Burbank Corporation Common Stock in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Luther Burbank Corporation Common Stock position peaked at $4K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.