Rockefeller Capital Management
LBC

Rockefeller Capital Management’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Rockefeller Capital Management’s Portfolio LBC Stock Details LBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,531
Closed -$39K – 4082
2022
Q4 		$39K Sell
3,531
-2,190
-38% -$25.7K ﹤0.01% 2510
2022
Q3 		$66K Sell
5,721
-2,824
-33% -$36.3K ﹤0.01% 2217
2022
Q2 		$111K Buy
+8,545
New +$113K ﹤0.01% 1891

Other funds holding LBC

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Rockefeller Capital Management's LBC Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Luther Burbank Corporation Common Stock (LBC) in Q1 2023, closing a stake of 3,531 shares — an estimated $39K sold.

Rockefeller Capital Management first reported a position in LBC in Q2 2022 and held it in 3 quarters. The position peaked at $111K in Q2 2022. 70 funds tracked by Wall St. Rank hold LBC as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Luther Burbank Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,531 Luther Burbank Corporation Common Stock shares in Q1 2023, an estimated $39K.
  • Rockefeller Capital Management first reported a position in Luther Burbank Corporation Common Stock in Q2 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's Luther Burbank Corporation Common Stock position peaked at $111K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.