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Madison Wealth Management’s Blue Owl Capital OWL Stock Holding History

Madison Wealth Management’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
2023
Q3 		$2.28M Buy
175,800
+101,800
+138% +$1.21M 0.48% 67
2023
Q2 		$862K Buy
+74,000
New +$796K 0.17% 100

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Madison Wealth Management's OWL Position: Q3 2023 in Review

Madison Wealth Management increased its Blue Owl Capital (OWL) stake by 138% in Q3 2023, buying an estimated $1.21M and bringing the position to 175,800 shares worth $2.28M. The position accounts for 0.48% of the portfolio, ranked #67.

Madison Wealth Management first reported a position in OWL in Q2 2023 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold OWL as of Q3 2023.

  • Madison Wealth Management held 175,800 shares of Blue Owl Capital worth $2.28M as of Q3 2023.
  • Madison Wealth Management bought 101,800 Blue Owl Capital shares in Q3 2023, an estimated $1.21M.
  • Blue Owl Capital made up 0.48% of Madison Wealth Management's portfolio in Q3 2023, its #67 holding.
  • Madison Wealth Management first reported a position in Blue Owl Capital in Q2 2023 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.