RE Dickinson Investment Advisors’s Blue Owl Capital OWL Stock Holding History

RE Dickinson Investment Advisors’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	$352K	Sell	15,152 -1,130	-7%	-$25.9K	0.2%	35
2024 Q3	$315K	Buy	16,282 +6,252	+62%	+$112K	0.18%	38
2024 Q2	$178K	Buy	10,030 +780	+8%	+$14.3K	0.11%	49
2024 Q1	$174K	Buy	9,250 +1,500	+19%	+$25.1K	0.11%	49
2023 Q4	$115K	Buy	7,750 +1,750	+29%	+$23.5K	0.08%	54
2023 Q3	$78K	Buy	6,000 +2,000	+50%	+$23.9K	0.05%	63
2023 Q2	$47K	Buy	4,000 +2,000	+100%	+$21.5K	0.02%	159
2023 Q1	$22K	Buy	+2,000	New	+$24K	0.01%	216

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RE Dickinson Investment Advisors's OWL Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Blue Owl Capital (OWL) stake by 6.9% in Q4 2024, selling an estimated $25.9K and leaving 15,152 shares worth $352K. The position accounts for 0.2% of the portfolio, ranked #35.

RE Dickinson Investment Advisors first reported a position in OWL in Q1 2023 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold OWL as of Q4 2024.

RE Dickinson Investment Advisors held 15,152 shares of Blue Owl Capital worth $352K as of Q4 2024.
RE Dickinson Investment Advisors sold 1,130 Blue Owl Capital shares in Q4 2024, an estimated $25.9K.
Blue Owl Capital made up 0.2% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #35 holding.
RE Dickinson Investment Advisors first reported a position in Blue Owl Capital in Q1 2023 and has held it in 8 quarters since.
452 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.