Palisades Hudson Asset Management’s Live Oak Bancshares LOB Stock Holding History

Palisades Hudson 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
2022 Q2	–	Sell	-5,415	Closed	-$276K	–	108
2022 Q1	$276K	Buy	5,415 +2	+0%	+$128	0.13%	92
2021 Q4	$472K	Buy	5,413 +2	+0%	+$167	0.2%	61
2021 Q3	$344K	Buy	5,411 +3	+0.1%	+$178	0.16%	76
2021 Q2	$319K	Buy	5,408 +3	+0.1%	+$188	0.14%	82
2021 Q1	$370K	Hold	5,405	–	–	0.18%	68
2020 Q4	$257K	Buy	+5,405	New	+$217K	0.13%	88

Other funds holding LOB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

Palisades Hudson Asset Management's LOB Position: Q2 2022 in Review

Palisades Hudson Asset Management sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 5,415 shares — an estimated $276K sold.

Palisades Hudson Asset Management first reported a position in LOB in Q4 2020 and held it in 6 quarters. The position peaked at $472K in Q4 2021. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

Palisades Hudson Asset Management reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
Palisades Hudson Asset Management sold 5,415 Live Oak Bancshares shares in Q2 2022, an estimated $276K.
Palisades Hudson Asset Management first reported a position in Live Oak Bancshares in Q4 2020 and held it in 6 quarters.
Palisades Hudson Asset Management's Live Oak Bancshares position peaked at $472K in Q4 2021.
174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.