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Roble Belko & Company’s Live Oak Bancshares LOB Stock Holding History

Roble Belko & Company’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
Q1 		– Sell
-401
Closed -$12K – 313
2022
Q4 		$12K Buy
+401
New +$12.8K ﹤0.01% 244

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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Roble Belko & Company's LOB Position: Q1 2023 in Review

Roble Belko & Company sold out of Live Oak Bancshares (LOB) in Q1 2023, closing a stake of 401 shares — an estimated $12K sold.

Roble Belko & Company first reported a position in LOB in Q4 2022 and held it in 1 quarter. The position peaked at $12K in Q4 2022. 173 funds tracked by Wall St. Rank hold LOB as of Q1 2023.

  • Roble Belko & Company reported no remaining Live Oak Bancshares position as of Q1 2023 after selling out during the quarter.
  • Roble Belko & Company sold 401 Live Oak Bancshares shares in Q1 2023, an estimated $12K.
  • Roble Belko & Company first reported a position in Live Oak Bancshares in Q4 2022 and held it in 1 quarter.
  • Roble Belko & Company's Live Oak Bancshares position peaked at $12K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2023.

Based on Roble Belko & Company's 13F filing for Q1 2023, filed 10 May 2023.