Osaic Holdings’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Osaic Holdings’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 Q2	–	Sell	-340	Closed	-$3.22K	–	7626
2023 Q1	$3.22K	Hold	340	–	–	﹤0.01%	6530
2022 Q4	$4K	Hold	340	–	–	﹤0.01%	6449
2022 Q3	$4K	Hold	340	–	–	﹤0.01%	6548
2022 Q2	$4K	Hold	340	–	–	﹤0.01%	6659
2022 Q1	$5K	Hold	340	–	–	﹤0.01%	6531
2021 Q4	$5K	Hold	340	–	–	﹤0.01%	6674
2021 Q3	$5K	Hold	340	–	–	﹤0.01%	6569
2021 Q2	$4K	Buy	+340	New	+$4.01K	﹤0.01%	6534

Other funds holding LBC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Osaic Holdings's LBC Position: Q2 2023 in Review

Osaic Holdings sold out of Luther Burbank Corporation Common Stock (LBC) in Q2 2023, closing a stake of 340 shares — an estimated $3.22K sold.

Osaic Holdings first reported a position in LBC in Q2 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 70 funds tracked by Wall St. Rank hold LBC as of Q2 2023.

Osaic Holdings reported no remaining Luther Burbank Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
Osaic Holdings sold 340 Luther Burbank Corporation Common Stock shares in Q2 2023, an estimated $3.22K.
Osaic Holdings first reported a position in Luther Burbank Corporation Common Stock in Q2 2021 and held it in 8 quarters.
Osaic Holdings's Luther Burbank Corporation Common Stock position peaked at $5K in Q1 2022.
70 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q2 2023.

Based on Osaic Holdings's 13F filing for Q2 2023, filed 10 Aug 2023.