Fidelity Investments’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Fidelity Investments’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$16	–	5368
2024 Q4	$16	Buy	+1	New	+$15	﹤0.01%	5399
2023 Q3	–	Sell	-1	Closed	-$15	–	5321
2023 Q2	$15	Sell	1 -4	-80%	-$58	﹤0.01%	5222
2023 Q1	$71	Buy	+5	New	+$75	﹤0.01%	4938
2022 Q2	–	Sell	-1	Closed	–	–	4989
2022 Q1	$0	Sell	1 -3	-75%	-$53	﹤0.01%	5029
2021 Q4	$0	Buy	+4	New	+$77	﹤0.01%	4424
2021 Q3	–	Sell	-1	Closed	–	–	4448
2021 Q2	$0	Buy	+1	New	+$20	﹤0.01%	4344

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments's DBL Position: Q1 2025 in Review

Fidelity Investments sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2025, closing a stake of 1 share — an estimated $16 sold.

Fidelity Investments first reported a position in DBL in Q2 2021 and held it in 6 quarters. The position peaked at $71 in Q1 2023. 68 funds tracked by Wall St. Rank hold DBL as of Q1 2025.

Fidelity Investments reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 DoubleLine Opportunistic Credit Fund share in Q1 2025, an estimated $16.
Fidelity Investments first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2021 and held it in 6 quarters.
Fidelity Investments's DoubleLine Opportunistic Credit Fund position peaked at $71 in Q1 2023.
68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.