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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,295
Closed -$292K 1280
2024
Q4
$292K Buy
19,295
+2,395
+14% +$36.2K ﹤0.01% 1042
2024
Q3
$246K Buy
16,900
+6,900
+69% +$101K ﹤0.01% 906
2024
Q2
$154K Hold
10,000
﹤0.01% 800
2024
Q1
$154K Buy
+10,000
New +$154K ﹤0.01% 637