KCPG
DBL

Kavar Capital Partners Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Kavar Capital Partners Group’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
2024
Q4 		– Sell
-11,440
Closed -$181K – 183
2024
Q3 		$181K Buy
+11,440
New +$180K 0.03% 178
2023
Q4 		– Sell
-12,266
Closed -$179K – 160
2023
Q3 		$179K Buy
12,266
+39
+0.3% +$562 0.04% 152
2023
Q2 		$177K Buy
12,227
+39
+0.3% +$566 0.04% 143
2023
Q1 		$173K Buy
+12,188
New +$182K 0.04% 154
2022
Q3 		– Sell
-21,582
Closed -$336K – 146
2022
Q2 		$336K Buy
+21,582
New +$346K 0.08% 134
2022
Q1 		– Sell
-22,550
Closed -$432K – 163
2021
Q4 		$432K Buy
22,550
+10,250
+83% +$198K 0.09% 121
2021
Q3 		$243K Buy
+12,300
New +$244K 0.06% 151
2021
Q1 		– Sell
-10,300
Closed -$202K – 145
2020
Q4 		$202K Hold
10,300
– – 0.06% 148
2020
Q3 		$196K Buy
+10,300
New +$198K 0.07% 139
2019
Q4 		– Sell
-12,550
Closed -$260K – 132
2019
Q3 		$260K Buy
+12,550
New +$260K 0.1% 115
2019
Q2 		– Sell
-12,550
Closed -$254K – 503
2019
Q1 		$254K Sell
12,550
-1,000
-7% -$19.6K 0.11% 108
2018
Q4 		$257K Buy
+13,550
New +$263K 0.14% 91
2018
Q3 		– Sell
-14,800
Closed -$309K – 163
2018
Q2 		$309K Buy
14,800
+250
+2% +$5.25K 0.16% 86
2018
Q1 		$314K Buy
14,550
+1,000
+7% +$21.7K 0.16% 87
2017
Q4 		$301K Buy
+13,550
New +$309K 0.16% 86

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kavar Capital Partners Group's DBL Position: Q4 2024 in Review

Kavar Capital Partners Group sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2024, closing a stake of 11,440 shares — an estimated $181K sold.

Kavar Capital Partners Group first reported a position in DBL in Q4 2017 and held it in 15 quarters. The position peaked at $432K in Q4 2021. 76 funds tracked by Wall St. Rank hold DBL as of Q4 2024.

  • Kavar Capital Partners Group reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2024 after selling out during the quarter.
  • Kavar Capital Partners Group sold 11,440 DoubleLine Opportunistic Credit Fund shares in Q4 2024, an estimated $181K.
  • Kavar Capital Partners Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2017 and held it in 15 quarters.
  • Kavar Capital Partners Group's DoubleLine Opportunistic Credit Fund position peaked at $432K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2024.

Based on Kavar Capital Partners Group's 13F filing for Q4 2024, filed 22 Jan 2025.