Mariner Independent Advisor Network’s Blue Owl Capital OBDC Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$516K	Buy	49,729 +4,759	+11%	+$60.5K	0.02%	468
2022 Q2	$569K	Buy	44,970 +11,484	+34%	+$157K	0.02%	461
2022 Q1	$497K	Buy	33,486 +5,471	+20%	+$80.2K	0.02%	443
2021 Q4	$399K	Buy	28,015 +7,212	+35%	+$103K	0.02%	413
2021 Q3	$294K	Buy	20,803 +3,311	+19%	+$48K	0.01%	439
2021 Q2	$250K	Buy	+17,492	New	+$251K	0.01%	465

Other funds holding OBDC

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

SONJCPFE

State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

RWJF

Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return

Mariner Independent Advisor Network's OBDC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Blue Owl Capital (OBDC) stake by 11% in Q3 2022, buying an estimated $60.5K and bringing the position to 49,729 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #468.

Mariner Independent Advisor Network first reported a position in OBDC in Q2 2021 and has held it in 6 quarters since. The position peaked at $569K in Q2 2022. 274 funds tracked by Wall St. Rank hold OBDC as of Q3 2022.

Mariner Independent Advisor Network held 49,729 shares of Blue Owl Capital worth $516K as of Q3 2022.
Mariner Independent Advisor Network bought 4,759 Blue Owl Capital shares in Q3 2022, an estimated $60.5K.
Blue Owl Capital made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #468 holding.
Mariner Independent Advisor Network first reported a position in Blue Owl Capital in Q2 2021 and has held it in 6 quarters since.
Mariner Independent Advisor Network's Blue Owl Capital position peaked at $569K in Q2 2022.
274 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.