Kovitz Investment Group Partners
OBDC icon

Kovitz Investment Group Partners’s Blue Owl Capital OBDC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q1 		– Sell
-19,295
Closed -$292K – 1294
2024
Q4 		$292K Buy
19,295
+2,395
+14% +$36.1K ﹤0.01% 1049
2024
Q3 		$246K Buy
16,900
+6,900
+69% +$104K ﹤0.01% 909
2024
Q2 		$154K Hold
10,000
– – ﹤0.01% 802
2024
Q1 		$154K Buy
+10,000
New +$150K ﹤0.01% 642

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kovitz Investment Group Partners's OBDC Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Blue Owl Capital (OBDC) in Q1 2025, closing a stake of 19,295 shares — an estimated $292K sold.

Kovitz Investment Group Partners first reported a position in OBDC in Q1 2024 and held it in 4 quarters. The position peaked at $292K in Q4 2024. 438 funds tracked by Wall St. Rank hold OBDC as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Blue Owl Capital position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,295 Blue Owl Capital shares in Q1 2025, an estimated $292K.
  • Kovitz Investment Group Partners first reported a position in Blue Owl Capital in Q1 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Blue Owl Capital position peaked at $292K in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.