Buckingham Strategic Wealth’s Blue Owl Capital OBDC Stock Holding History

Buckingham Strategic Wealth’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 Q2	$214K	Buy	+13,953	New	+$223K	﹤0.01%	690

Other funds holding OBDC

SONJCPFE

State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

RWJF

Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckingham Strategic Wealth's OBDC Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Blue Owl Capital (OBDC) in Q2 2024: 13,953 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings.

387 funds tracked by Wall St. Rank hold OBDC as of Q2 2024.

Buckingham Strategic Wealth held 13,953 shares of Blue Owl Capital worth $214K as of Q2 2024.
Blue Owl Capital was a new Buckingham Strategic Wealth position in Q2 2024.
Blue Owl Capital made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #690 holding.
387 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.