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Pittenger & Anderson Inc’s Live Oak Bancshares LOB Stock Holding History

Pittenger & Anderson Inc’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
2023
Q2 		– Sell
-85
Closed -$2.07K – 479
2023
Q1 		$2.07K Hold
85
– – ﹤0.01% 410
2022
Q4 		$2.57K Hold
85
– – ﹤0.01% 401
2022
Q3 		$3K Hold
85
– – ﹤0.01% 403
2022
Q2 		$3K Buy
85
+35
+70% +$1.45K ﹤0.01% 399
2022
Q1 		$3K Buy
50
+36
+257% +$2.3K ﹤0.01% 407
2021
Q4 		$1K Buy
+14
New +$1.17K ﹤0.01% 440

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Vanguard Group
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pittenger & Anderson Inc's LOB Position: Q2 2023 in Review

Pittenger & Anderson Inc sold out of Live Oak Bancshares (LOB) in Q2 2023, closing a stake of 85 shares — an estimated $2.07K sold.

Pittenger & Anderson Inc first reported a position in LOB in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 160 funds tracked by Wall St. Rank hold LOB as of Q2 2023.

  • Pittenger & Anderson Inc reported no remaining Live Oak Bancshares position as of Q2 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 85 Live Oak Bancshares shares in Q2 2023, an estimated $2.07K.
  • Pittenger & Anderson Inc first reported a position in Live Oak Bancshares in Q4 2021 and held it in 6 quarters.
  • Pittenger & Anderson Inc's Live Oak Bancshares position peaked at $3K in Q3 2022.
  • 160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2023, filed 9 Aug 2023.