JT Stratford LLC’s Blue Owl Capital OWL Stock Holding History

JT Stratford LLC’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
2025 Q1	–	Sell	-11,656	Closed	-$271K	–	315
2024 Q4	$271K	Buy	+11,656	New	+$267K	0.04%	250

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JT Stratford LLC's OWL Position: Q1 2025 in Review

JT Stratford LLC sold out of Blue Owl Capital (OWL) in Q1 2025, closing a stake of 11,656 shares — an estimated $271K sold.

JT Stratford LLC first reported a position in OWL in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 455 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

JT Stratford LLC reported no remaining Blue Owl Capital position as of Q1 2025 after selling out during the quarter.
JT Stratford LLC sold 11,656 Blue Owl Capital shares in Q1 2025, an estimated $271K.
JT Stratford LLC first reported a position in Blue Owl Capital in Q4 2024 and held it in 1 quarter.
JT Stratford LLC's Blue Owl Capital position peaked at $271K in Q4 2024.
455 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on JT Stratford LLC's 13F filing for Q1 2025, filed 14 May 2025.