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nVerses Capital’s Live Oak Bancshares LOB Stock Holding History

nVerses 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
2024
Q4 		– Sell
-1,500
Closed -$71.1K – 484
2024
Q3 		$71.1K Buy
1,500
+700
+88% +$29.3K 0.03% 555
2024
Q2 		$28K Sell
800
-3,200
-80% -$113K 0.02% 709
2024
Q1 		$166K Buy
+4,000
New +$159K 0.4% 90

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

nVerses Capital's LOB Position: Q4 2024 in Review

nVerses Capital sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 1,500 shares — an estimated $71.1K sold.

nVerses Capital first reported a position in LOB in Q1 2024 and held it in 3 quarters. The position peaked at $166K in Q1 2024. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • nVerses Capital reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • nVerses Capital sold 1,500 Live Oak Bancshares shares in Q4 2024, an estimated $71.1K.
  • nVerses Capital first reported a position in Live Oak Bancshares in Q1 2024 and held it in 3 quarters.
  • nVerses Capital's Live Oak Bancshares position peaked at $166K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.