Prudential Financial
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Prudential Financial’s Live Oak Bancshares LOB Stock Holding History

Prudential Financial’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
Q1 		– Sell
-7,057
Closed -$321K – 2717
2023
Q4 		$321K Buy
+7,057
New +$237K ﹤0.01% 2293
2022
Q1 		– Sell
-2,480
Closed -$216K – 2659
2021
Q4 		$216K Buy
+2,480
New +$206K ﹤0.01% 2519
2020
Q1 		– Sell
-23,502
Closed -$447K – 2408
2019
Q4 		$447K Sell
23,502
-24,503
-51% -$453K ﹤0.01% 2093
2019
Q3 		$869K Buy
+48,005
New +$864K ﹤0.01% 1894
2019
Q2 		– Sell
-58,232
Closed -$851K – 2475
2019
Q1 		$851K Buy
58,232
+39,227
+206% +$603K ﹤0.01% 1930
2018
Q4 		$281K Sell
19,005
-14,215
-43% -$274K ﹤0.01% 2151
2018
Q3 		$890K Sell
33,220
-14,280
-30% -$428K ﹤0.01% 1900
2018
Q2 		$1.46M Buy
47,500
+37,380
+369% +$1.1M ﹤0.01% 1785
2018
Q1 		$281K Buy
+10,120
New +$267K ﹤0.01% 2169

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

Prudential Financial's LOB Position: Q1 2024 in Review

Prudential Financial sold out of Live Oak Bancshares (LOB) in Q1 2024, closing a stake of 7,057 shares — an estimated $321K sold.

Prudential Financial first reported a position in LOB in Q1 2018 and held it in 9 quarters. The position peaked at $1.46M in Q2 2018. 199 funds tracked by Wall St. Rank hold LOB as of Q1 2024.

  • Prudential Financial reported no remaining Live Oak Bancshares position as of Q1 2024 after selling out during the quarter.
  • Prudential Financial sold 7,057 Live Oak Bancshares shares in Q1 2024, an estimated $321K.
  • Prudential Financial first reported a position in Live Oak Bancshares in Q1 2018 and held it in 9 quarters.
  • Prudential Financial's Live Oak Bancshares position peaked at $1.46M in Q2 2018.
  • 199 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2024.

Based on Prudential Financial's 13F filing for Q1 2024, filed 14 May 2024.