FIM
OBDC icon

Freedom Investment Management’s Blue Owl Capital OBDC Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-33,039
Closed -$382K – 762
2022
Q4 		$382K Buy
33,039
+9,116
+38% +$109K 0.04% 510
2022
Q3 		$248K Buy
+23,923
New +$304K 0.03% 609

Other funds holding OBDC

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $125M AUM 15.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

Freedom Investment Management's OBDC Position: Q1 2023 in Review

Freedom Investment Management sold out of Blue Owl Capital (OBDC) in Q1 2023, closing a stake of 33,039 shares — an estimated $382K sold.

Freedom Investment Management first reported a position in OBDC in Q3 2022 and held it in 2 quarters. The position peaked at $382K in Q4 2022. 294 funds tracked by Wall St. Rank hold OBDC as of Q1 2023.

  • Freedom Investment Management reported no remaining Blue Owl Capital position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 33,039 Blue Owl Capital shares in Q1 2023, an estimated $382K.
  • Freedom Investment Management first reported a position in Blue Owl Capital in Q3 2022 and held it in 2 quarters.
  • Freedom Investment Management's Blue Owl Capital position peaked at $382K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.