PMEF
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Point72 Middle East FZE’s Live Oak Bancshares LOB Stock Holding History

Point72 Middle East FZE’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
Q4 		– Sell
-2,953
Closed -$85.5K – 1704
2023
Q3 		$85.5K Buy
+2,953
New +$95K ﹤0.01% 1173
2023
Q2 		– Sell
-5,278
Closed -$129K – 1849
2023
Q1 		$129K Buy
+5,278
New +$166K ﹤0.01% 1050

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Middle East FZE's LOB Position: Q4 2023 in Review

Point72 Middle East FZE sold out of Live Oak Bancshares (LOB) in Q4 2023, closing a stake of 2,953 shares — an estimated $85.5K sold.

Point72 Middle East FZE first reported a position in LOB in Q1 2023 and held it in 2 quarters. The position peaked at $129K in Q1 2023. 191 funds tracked by Wall St. Rank hold LOB as of Q4 2023.

  • Point72 Middle East FZE reported no remaining Live Oak Bancshares position as of Q4 2023 after selling out during the quarter.
  • Point72 Middle East FZE sold 2,953 Live Oak Bancshares shares in Q4 2023, an estimated $85.5K.
  • Point72 Middle East FZE first reported a position in Live Oak Bancshares in Q1 2023 and held it in 2 quarters.
  • Point72 Middle East FZE's Live Oak Bancshares position peaked at $129K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2023.

Based on Point72 Middle East FZE's 13F filing for Q4 2023, filed 14 Feb 2024.