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Nauset Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Nauset Wealth Management’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
Q1 		$34K Buy
+2,300
New +$33.7K 0.03% 145

Other funds holding OBDC

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

Nauset Wealth Management's OBDC Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Blue Owl Capital (OBDC) in Q1 2022: 2,300 shares worth $34K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings.

263 funds tracked by Wall St. Rank hold OBDC as of Q1 2022.

  • Nauset Wealth Management held 2,300 shares of Blue Owl Capital worth $34K as of Q1 2022.
  • Blue Owl Capital was a new Nauset Wealth Management position in Q1 2022.
  • Blue Owl Capital made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #145 holding.
  • 263 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.