Select Equity Group
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Select Equity Group’s Live Oak Bancshares LOB Stock Holding History

Select Equity Group’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
2022
Q4 		– Sell
-9,012
Closed -$276K – 195
2022
Q3 		$276K Hold
9,012
– – ﹤0.01% 170
2022
Q2 		$305K Buy
9,012
+3,606
+67% +$149K ﹤0.01% 152
2022
Q1 		$275K Buy
+5,406
New +$346K ﹤0.01% 163
2020
Q4 		– Sell
-102,285
Closed -$2.59M – 149
2020
Q3 		$2.59M Sell
102,285
-35,753
-26% -$696K 0.01% 116
2020
Q2 		$2M Buy
138,038
+27,513
+25% +$373K 0.01% 118
2020
Q1 		$1.38M Sell
110,525
-14,701
-12% -$233K 0.01% 110
2019
Q4 		$2.38M Buy
125,226
+8,942
+8% +$165K 0.02% 102
2019
Q3 		$2.1M Sell
116,284
-385,978
-77% -$6.95M 0.01% 104
2019
Q2 		$8.61M Hold
502,262
– – 0.06% 96
2019
Q1 		$7.34M Buy
+502,262
New +$7.72M 0.05% 87

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return