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CRA Financial Services’s Blue Owl Capital OWL Stock Holding History

CRA Financial Services’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 		– Sell
-14,000
Closed -$155K – 216
2023
Q1 		$155K Hold
14,000
– – 0.05% 201
2022
Q4 		$148K Hold
14,000
– – 0.05% 200
2022
Q3 		$129K Hold
14,000
– – 0.05% 185
2022
Q2 		$140K Hold
14,000
– – 0.05% 198
2022
Q1 		$178K Buy
+14,000
New +$177K 0.05% 202

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IC
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CRA Financial Services's OWL Position: Q2 2023 in Review

CRA Financial Services sold out of Blue Owl Capital (OWL) in Q2 2023, closing a stake of 14,000 shares — an estimated $155K sold.

CRA Financial Services first reported a position in OWL in Q1 2022 and held it in 5 quarters. The position peaked at $178K in Q1 2022. 245 funds tracked by Wall St. Rank hold OWL as of Q2 2023.

  • CRA Financial Services reported no remaining Blue Owl Capital position as of Q2 2023 after selling out during the quarter.
  • CRA Financial Services sold 14,000 Blue Owl Capital shares in Q2 2023, an estimated $155K.
  • CRA Financial Services first reported a position in Blue Owl Capital in Q1 2022 and held it in 5 quarters.
  • CRA Financial Services's Blue Owl Capital position peaked at $178K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2023.

Based on CRA Financial Services's 13F filing for Q2 2023, filed 11 Jul 2023.