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Vivid Financial Management’s Live Oak Bancshares LOB Stock Holding History

Vivid Financial 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
2021
Q4 		$638K Buy
7,310
+1,236
+20% +$103K 0.24% 50
2021
Q3 		$386K Sell
6,074
-788
-11% -$46.7K 0.16% 86
2021
Q2 		$405K Buy
+6,862
New +$431K 0.17% 97

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vivid Financial Management's LOB Position: Q4 2021 in Review

Vivid Financial Management increased its Live Oak Bancshares (LOB) stake by 20% in Q4 2021, buying an estimated $103K and bringing the position to 7,310 shares worth $638K. The position accounts for 0.24% of the portfolio, ranked #50.

Vivid Financial Management first reported a position in LOB in Q2 2021 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold LOB as of Q4 2021.

  • Vivid Financial Management held 7,310 shares of Live Oak Bancshares worth $638K as of Q4 2021.
  • Vivid Financial Management bought 1,236 Live Oak Bancshares shares in Q4 2021, an estimated $103K.
  • Live Oak Bancshares made up 0.24% of Vivid Financial Management's portfolio in Q4 2021, its #50 holding.
  • Vivid Financial Management first reported a position in Live Oak Bancshares in Q2 2021 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.