Simplicity Solutions’s Blue Owl Capital OBDC Stock Holding History

Simplicity Solutions’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
2023 Q4	$166K	Buy	+11,220	New	+$159K	﹤0.01%	983

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

ROTUOC

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

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

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

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

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

Brown University Providence, Rhode Island $102M AUM 26.79% 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

TCA

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

Simplicity Solutions's OBDC Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Blue Owl Capital (OBDC) in Q4 2023: 11,220 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

360 funds tracked by Wall St. Rank hold OBDC as of Q4 2023.

Simplicity Solutions held 11,220 shares of Blue Owl Capital worth $166K as of Q4 2023.
Blue Owl Capital was a new Simplicity Solutions position in Q4 2023.
Blue Owl Capital made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #983 holding.
360 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.