Peachtree Investment Partners’s Live Oak Bancshares LOB Stock Holding History

Peachtree Investment Partners’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 Q2	–	Sell	-6,553	Closed	-$272K	–	99
2024 Q1	$272K	Buy	6,553 +5	+0.1%	+$199	0.11%	65
2023 Q4	$298K	Buy	+6,548	New	+$220K	0.12%	68
2023 Q1	–	Sell	-7,521	Closed	-$227K	–	95
2022 Q4	$227K	Buy	7,521 +7	+0.1%	+$223	0.14%	73
2022 Q3	$230K	Buy	7,514 +5	+0.1%	+$179	0.15%	63
2022 Q2	$254K	Buy	7,509 +6	+0.1%	+$248	0.16%	68
2022 Q1	$382K	Buy	+7,503	New	+$480K	0.18%	69
2019 Q2	–	Sell	-16,759	Closed	-$245K	–	70
2019 Q1	$245K	Buy	16,759 +33	+0.2%	+$507	0.21%	58
2018 Q4	$248K	Buy	+16,726	New	+$322K	0.28%	48

Other funds holding LOB

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Peachtree Investment Partners's LOB Position: Q2 2024 in Review

Peachtree Investment Partners sold out of Live Oak Bancshares (LOB) in Q2 2024, closing a stake of 6,553 shares — an estimated $272K sold.

Peachtree Investment Partners first reported a position in LOB in Q4 2018 and held it in 8 quarters. The position peaked at $382K in Q1 2022. 197 funds tracked by Wall St. Rank hold LOB as of Q2 2024.

Peachtree Investment Partners reported no remaining Live Oak Bancshares position as of Q2 2024 after selling out during the quarter.
Peachtree Investment Partners sold 6,553 Live Oak Bancshares shares in Q2 2024, an estimated $272K.
Peachtree Investment Partners first reported a position in Live Oak Bancshares in Q4 2018 and held it in 8 quarters.
Peachtree Investment Partners's Live Oak Bancshares position peaked at $382K in Q1 2022.
197 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2024.

Based on Peachtree Investment Partners's 13F filing for Q2 2024, filed 12 Aug 2024.