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Boston Financial Management’s Blue Owl Capital OBDC Stock Holding History

Boston Financial Management’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$345K Hold
22,811
– – 0.01% 278
2024
Q3 		$332K Hold
22,811
– – 0.01% 277
2024
Q2 		$350K Hold
22,811
– – 0.01% 271
2024
Q1 		$351K Hold
22,811
– – 0.01% 280
2023
Q4 		$337K Buy
+22,811
New +$324K 0.01% 275

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return

Boston Financial Management's OBDC Position: Q4 2024 in Review

Boston Financial Management held its Blue Owl Capital (OBDC) position steady in Q4 2024 at 22,811 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #278.

Boston Financial Management first reported a position in OBDC in Q4 2023 and has held it in 5 quarters since. The position peaked at $351K in Q1 2024. 410 funds tracked by Wall St. Rank hold OBDC as of Q4 2024.

  • Boston Financial Management held 22,811 shares of Blue Owl Capital worth $345K as of Q4 2024.
  • Boston Financial Management left its Blue Owl Capital share count unchanged in Q4 2024.
  • Blue Owl Capital made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #278 holding.
  • Boston Financial Management first reported a position in Blue Owl Capital in Q4 2023 and has held it in 5 quarters since.
  • Boston Financial Management's Blue Owl Capital position peaked at $351K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.