VA
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Verdad Advisers’s Live Oak Bancshares LOB Stock Holding History

Verdad Advisers’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
-37,500
Closed -$914K – 53
2023
Q1 		$914K Buy
+37,500
New +$1.18M 1.84% 33

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

Verdad Advisers's LOB Position: Q2 2023 in Review

Verdad Advisers sold out of Live Oak Bancshares (LOB) in Q2 2023, closing a stake of 37,500 shares — an estimated $914K sold.

Verdad Advisers first reported a position in LOB in Q1 2023 and held it in 1 quarter. The position peaked at $914K in Q1 2023. 160 funds tracked by Wall St. Rank hold LOB as of Q2 2023.

  • Verdad Advisers reported no remaining Live Oak Bancshares position as of Q2 2023 after selling out during the quarter.
  • Verdad Advisers sold 37,500 Live Oak Bancshares shares in Q2 2023, an estimated $914K.
  • Verdad Advisers first reported a position in Live Oak Bancshares in Q1 2023 and held it in 1 quarter.
  • Verdad Advisers's Live Oak Bancshares position peaked at $914K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2023.

Based on Verdad Advisers's 13F filing for Q2 2023, filed 9 Aug 2023.