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Weaver Consulting Group’s Live Oak Bancshares LOB Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-500
Closed -$13K – 563
2020
Q3 		$13K Hold
500
– – 0.01% 491
2020
Q2 		$7K Buy
+500
New +$6.78K ﹤0.01% 604

Other funds holding LOB

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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
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Weaver Consulting Group's LOB Position: Q4 2020 in Review

Weaver Consulting Group sold out of Live Oak Bancshares (LOB) in Q4 2020, closing a stake of 500 shares — an estimated $13K sold.

Weaver Consulting Group first reported a position in LOB in Q2 2020 and held it in 2 quarters. The position peaked at $13K in Q3 2020. 160 funds tracked by Wall St. Rank hold LOB as of Q4 2020.

  • Weaver Consulting Group reported no remaining Live Oak Bancshares position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 500 Live Oak Bancshares shares in Q4 2020, an estimated $13K.
  • Weaver Consulting Group first reported a position in Live Oak Bancshares in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's Live Oak Bancshares position peaked at $13K in Q3 2020.
  • 160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.