Robeco Institutional Asset Management
LOB icon

Robeco Institutional Asset Management’s Live Oak Bancshares LOB Stock Holding History

Robeco Institutional 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
2021
Q4 		– Sell
-2,112
Closed -$134K – 935
2021
Q3 		$134K Sell
2,112
-2,108
-50% -$125K ﹤0.01% 863
2021
Q2 		$249K Hold
4,220
– – ﹤0.01% 869
2021
Q1 		$289K Buy
+4,220
New +$221K ﹤0.01% 838

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robeco Institutional Asset Management's LOB Position: Q4 2021 in Review

Robeco Institutional Asset Management sold out of Live Oak Bancshares (LOB) in Q4 2021, closing a stake of 2,112 shares — an estimated $134K sold.

Robeco Institutional Asset Management first reported a position in LOB in Q1 2021 and held it in 3 quarters. The position peaked at $289K in Q1 2021. 212 funds tracked by Wall St. Rank hold LOB as of Q4 2021.

  • Robeco Institutional Asset Management reported no remaining Live Oak Bancshares position as of Q4 2021 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 2,112 Live Oak Bancshares shares in Q4 2021, an estimated $134K.
  • Robeco Institutional Asset Management first reported a position in Live Oak Bancshares in Q1 2021 and held it in 3 quarters.
  • Robeco Institutional Asset Management's Live Oak Bancshares position peaked at $289K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2021.

Based on Robeco Institutional Asset Management's 13F filing for Q4 2021, filed 31 Jan 2022.