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Syverson Strege & Co’s Live Oak Bancshares LOB Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-116
Closed -$2.83K – 379
2023
Q1 		$2.83K Buy
+116
New +$3.64K ﹤0.01% 424

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Syverson Strege & Co's LOB Position: Q2 2023 in Review

Syverson Strege & Co sold out of Live Oak Bancshares (LOB) in Q2 2023, closing a stake of 116 shares — an estimated $2.83K sold.

Syverson Strege & Co first reported a position in LOB in Q1 2023 and held it in 1 quarter. The position peaked at $2.83K in Q1 2023. 160 funds tracked by Wall St. Rank hold LOB as of Q2 2023.

  • Syverson Strege & Co reported no remaining Live Oak Bancshares position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 116 Live Oak Bancshares shares in Q2 2023, an estimated $2.83K.
  • Syverson Strege & Co first reported a position in Live Oak Bancshares in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's Live Oak Bancshares position peaked at $2.83K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.