Money Concepts Capital’s Live Oak Bancshares LOB Stock Holding History

Money Concepts Capital’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
2022 Q4	–	Sell	-16	Closed	–	–	3296
2022 Q3	$0	Buy	+16	New	+$574	﹤0.01%	1618

Other funds holding LOB

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

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

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Money Concepts Capital's LOB Position: Q4 2022 in Review

Money Concepts Capital sold out of Live Oak Bancshares (LOB) in Q4 2022, closing a stake of 16 shares.

Money Concepts Capital first reported a position in LOB in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 188 funds tracked by Wall St. Rank hold LOB as of Q4 2022.

Money Concepts Capital reported no remaining Live Oak Bancshares position as of Q4 2022 after selling out during the quarter.
Money Concepts Capital sold 16 Live Oak Bancshares shares in Q4 2022.
Money Concepts Capital first reported a position in Live Oak Bancshares in Q3 2022 and held it in 1 quarter.
Money Concepts Capital's Live Oak Bancshares position peaked at $0 in Q3 2022.
188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.