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Retirement Group’s Blue Owl Capital OBDC Stock Holding History

Retirement Group’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
2024
Q1 		$47.8K Buy
3,105
+2,125
+217% +$31.9K 0.02% 239
2023
Q4 		$14.5K Buy
+980
New +$13.9K 0.01% 396

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Retirement Group's OBDC Position: Q1 2024 in Review

Retirement Group increased its Blue Owl Capital (OBDC) stake by 217% in Q1 2024, buying an estimated $31.9K and bringing the position to 3,105 shares worth $47.8K. The position accounts for 0.02% of the portfolio, ranked #239.

Retirement Group first reported a position in OBDC in Q4 2023 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold OBDC as of Q1 2024.

  • Retirement Group held 3,105 shares of Blue Owl Capital worth $47.8K as of Q1 2024.
  • Retirement Group bought 2,125 Blue Owl Capital shares in Q1 2024, an estimated $31.9K.
  • Blue Owl Capital made up 0.02% of Retirement Group's portfolio in Q1 2024, its #239 holding.
  • Retirement Group first reported a position in Blue Owl Capital in Q4 2023 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.