BerganKDV Wealth Management’s Blue Owl Capital OWL Stock Holding History

BerganKDV Wealth Management’s Portfolio OWL Stock Details OWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$501	Hold	43	–	–	﹤0.01%	815
2023 Q1	$477	Hold	43	–	–	﹤0.01%	979
2022 Q4	$456	Buy	+43	New	+$454	﹤0.01%	959

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BPM

Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BerganKDV Wealth Management's OWL Position: Q2 2023 in Review

BerganKDV Wealth Management held its Blue Owl Capital (OWL) position steady in Q2 2023 at 43 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #815.

BerganKDV Wealth Management first reported a position in OWL in Q4 2022 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold OWL as of Q2 2023.

BerganKDV Wealth Management held 43 shares of Blue Owl Capital worth $501 as of Q2 2023.
BerganKDV Wealth Management left its Blue Owl Capital share count unchanged in Q2 2023.
Blue Owl Capital made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #815 holding.
BerganKDV Wealth Management first reported a position in Blue Owl Capital in Q4 2022 and has held it in 3 quarters since.
245 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.