Pictet Asset Management
LOB icon

Pictet Asset Management’s Live Oak Bancshares LOB Stock Holding History

Pictet 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
2024
Q4 		– Sell
-5,020
Closed -$238K – 2069
2024
Q3 		$238K Buy
+5,020
New +$210K ﹤0.01% 1729

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Vanguard Group
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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

Pictet Asset Management's LOB Position: Q4 2024 in Review

Pictet Asset Management sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 5,020 shares — an estimated $238K sold.

Pictet Asset Management first reported a position in LOB in Q3 2024 and held it in 1 quarter. The position peaked at $238K in Q3 2024. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Pictet Asset Management reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Pictet Asset Management sold 5,020 Live Oak Bancshares shares in Q4 2024, an estimated $238K.
  • Pictet Asset Management first reported a position in Live Oak Bancshares in Q3 2024 and held it in 1 quarter.
  • Pictet Asset Management's Live Oak Bancshares position peaked at $238K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Pictet Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.