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Sugarloaf Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Sugarloaf Wealth 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
2022
Q4 		– Sell
-33
Closed -$2K – 829
2022
Q3 		$2K Hold
33
– – ﹤0.01% 718
2022
Q2 		$1K Hold
33
– – ﹤0.01% 746
2022
Q1 		$2K Hold
33
– – ﹤0.01% 646
2021
Q4 		$3K Hold
33
– – ﹤0.01% 641
2021
Q3 		$2K Hold
33
– – ﹤0.01% 685
2021
Q2 		$2K Hold
33
– – ﹤0.01% 679
2021
Q1 		$2 Hold
33
– – ﹤0.01% 678
2020
Q4 		$2K Buy
+33
New +$1.32K ﹤0.01% 642

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

Sugarloaf Wealth Management's LOB Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Live Oak Bancshares (LOB) in Q4 2022, closing a stake of 33 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in LOB in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 188 funds tracked by Wall St. Rank hold LOB as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Live Oak Bancshares position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 33 Live Oak Bancshares shares in Q4 2022, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Live Oak Bancshares in Q4 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Live Oak Bancshares position peaked at $3K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.