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

Ritholtz 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
2022
Q4 		– Sell
-979,727
Closed -$9.04M – 696
2022
Q3 		$9.04M Buy
+979,727
New +$10.9M 0.48% 25

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IC
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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
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Ritholtz Wealth Management's OWL Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Blue Owl Capital (OWL) in Q4 2022, closing a stake of 979,727 shares — an estimated $9.04M sold.

Ritholtz Wealth Management first reported a position in OWL in Q3 2022 and held it in 1 quarter. The position peaked at $9.04M in Q3 2022. 214 funds tracked by Wall St. Rank hold OWL as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Blue Owl Capital position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 979,727 Blue Owl Capital shares in Q4 2022, an estimated $9.04M.
  • Ritholtz Wealth Management first reported a position in Blue Owl Capital in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Blue Owl Capital position peaked at $9.04M in Q3 2022.
  • 214 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.