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Lake Street Advisors Group’s Blue Owl Capital OWL Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$925K Buy
39,757
+131
+0.3% +$3K 0.04% 235
2024
Q3 		$767K Buy
39,626
+6,743
+21% +$120K 0.04% 255
2024
Q2 		$584K Buy
+32,883
New +$603K 0.03% 292

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lake Street Advisors Group's OWL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Blue Owl Capital (OWL) stake by 0.33% in Q4 2024, buying an estimated $3K and bringing the position to 39,757 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #235.

Lake Street Advisors Group first reported a position in OWL in Q2 2024 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold OWL as of Q4 2024.

  • Lake Street Advisors Group held 39,757 shares of Blue Owl Capital worth $925K as of Q4 2024.
  • Lake Street Advisors Group bought 131 Blue Owl Capital shares in Q4 2024, an estimated $3K.
  • Blue Owl Capital made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #235 holding.
  • Lake Street Advisors Group first reported a position in Blue Owl Capital in Q2 2024 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.