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VELA Investment Management’s Live Oak Bancshares LOB Stock Holding History

VELA Investment 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
-105,388
Closed -$3.18M – 138
2022
Q4 		$3.18M Buy
105,388
+21,890
+26% +$699K 1.57% 14
2022
Q3 		$2.56M Buy
83,498
+18,247
+28% +$654K 1.45% 18
2022
Q2 		$2.21M Sell
65,251
-4,763
-7% -$197K 1.27% 24
2022
Q1 		$3.56M Buy
70,014
+11,753
+20% +$752K 2.24% 9
2021
Q4 		$5.09M Buy
+58,261
New +$4.85M 3.42% 4

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

VELA Investment Management's LOB Position: Q1 2023 in Review

VELA Investment Management sold out of Live Oak Bancshares (LOB) in Q1 2023, closing a stake of 105,388 shares — an estimated $3.18M sold.

VELA Investment Management first reported a position in LOB in Q4 2021 and held it in 5 quarters. The position peaked at $5.09M in Q4 2021. 173 funds tracked by Wall St. Rank hold LOB as of Q1 2023.

  • VELA Investment Management reported no remaining Live Oak Bancshares position as of Q1 2023 after selling out during the quarter.
  • VELA Investment Management sold 105,388 Live Oak Bancshares shares in Q1 2023, an estimated $3.18M.
  • VELA Investment Management first reported a position in Live Oak Bancshares in Q4 2021 and held it in 5 quarters.
  • VELA Investment Management's Live Oak Bancshares position peaked at $5.09M in Q4 2021.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2023.

Based on VELA Investment Management's 13F filing for Q1 2023, filed 8 May 2023.