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Goldstein Advisors’s Blue Owl Capital OBDC Stock Holding History

Goldstein Advisors’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
Q3 		– Sell
-10,824
Closed -$145K – 171
2023
Q2 		$145K Hold
10,824
– – 0.03% 147
2023
Q1 		$136K Hold
10,824
– – 0.03% 137
2022
Q4 		$125K Buy
+10,824
New +$130K 0.03% 135

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
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Goldstein Advisors's OBDC Position: Q3 2023 in Review

Goldstein Advisors sold out of Blue Owl Capital (OBDC) in Q3 2023, closing a stake of 10,824 shares — an estimated $145K sold.

Goldstein Advisors first reported a position in OBDC in Q4 2022 and held it in 3 quarters. The position peaked at $145K in Q2 2023. 318 funds tracked by Wall St. Rank hold OBDC as of Q3 2023.

  • Goldstein Advisors reported no remaining Blue Owl Capital position as of Q3 2023 after selling out during the quarter.
  • Goldstein Advisors sold 10,824 Blue Owl Capital shares in Q3 2023, an estimated $145K.
  • Goldstein Advisors first reported a position in Blue Owl Capital in Q4 2022 and held it in 3 quarters.
  • Goldstein Advisors's Blue Owl Capital position peaked at $145K in Q2 2023.
  • 318 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2023.

Based on Goldstein Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.