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Tiger Management’s Live Oak Bancshares LOB Stock Holding History

Tiger 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
2023
Q1 		– Sell
-150,000
Closed -$4.53M – 36
2022
Q4 		$4.53M Buy
+150,000
New +$4.79M 1.72% 15
2015
Q4 		– Sell
-179,567
Closed -$3.53M – 49
2015
Q3 		$3.53M Buy
+179,567
New +$3.53M 0.47% 31

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
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

Tiger Management's LOB Position: Q1 2023 in Review

Tiger Management sold out of Live Oak Bancshares (LOB) in Q1 2023, closing a stake of 150,000 shares — an estimated $4.53M sold.

Tiger Management first reported a position in LOB in Q3 2015 and held it in 2 quarters. The position peaked at $4.53M in Q4 2022. 173 funds tracked by Wall St. Rank hold LOB as of Q1 2023.

  • Tiger Management reported no remaining Live Oak Bancshares position as of Q1 2023 after selling out during the quarter.
  • Tiger Management sold 150,000 Live Oak Bancshares shares in Q1 2023, an estimated $4.53M.
  • Tiger Management first reported a position in Live Oak Bancshares in Q3 2015 and held it in 2 quarters.
  • Tiger Management's Live Oak Bancshares position peaked at $4.53M in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2023.

Based on Tiger Management's 13F filing for Q1 2023, filed 15 May 2023.