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United Capital Management of KS’s Live Oak Bancshares LOB Stock Holding History

United Capital Management of KS’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
2020
Q1 		– Sell
-106,978
Closed -$2.03M – 99
2019
Q4 		$2.03M Sell
106,978
-6,018
-5% -$111K 1.29% 25
2019
Q3 		$1.99M Sell
112,996
-3,106
-3% -$55.9K 1.45% 20
2019
Q2 		$1.99M Sell
116,102
-1,613
-1% -$26.5K 1.5% 21
2019
Q1 		$1.91M Buy
117,715
+4,628
+4% +$71.1K 1.49% 22
2018
Q4 		$1.68M Buy
113,087
+84,467
+295% +$1.63M 1.55% 18
2018
Q3 		$830K Buy
+28,620
New +$857K 0.67% 49

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

United Capital Management of KS's LOB Position: Q1 2020 in Review

United Capital Management of KS sold out of Live Oak Bancshares (LOB) in Q1 2020, closing a stake of 106,978 shares — an estimated $2.03M sold.

United Capital Management of KS first reported a position in LOB in Q3 2018 and held it in 6 quarters. The position peaked at $2.03M in Q4 2019. 111 funds tracked by Wall St. Rank hold LOB as of Q1 2020.

  • United Capital Management of KS reported no remaining Live Oak Bancshares position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 106,978 Live Oak Bancshares shares in Q1 2020, an estimated $2.03M.
  • United Capital Management of KS first reported a position in Live Oak Bancshares in Q3 2018 and held it in 6 quarters.
  • United Capital Management of KS's Live Oak Bancshares position peaked at $2.03M in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.