VHAM
DBL

Van Hulzen Asset Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Van Hulzen Asset Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$3.1K – 482
2024
Q4 		$3.1K Buy
+200
New +$3.1K ﹤0.01% 881
2022
Q4 		– Sell
-12,802
Closed -$185K – 286
2022
Q3 		$185K Sell
12,802
-1,500
-10% -$23.3K 0.02% 258
2022
Q2 		$223K Sell
14,302
-1,820
-11% -$29.2K 0.03% 263
2022
Q1 		$270K Sell
16,122
-5,500
-25% -$97.5K 0.03% 248
2021
Q4 		$414K Sell
21,622
-5,500
-20% -$106K 0.05% 197
2021
Q3 		$535K Sell
27,122
-2,600
-9% -$51.5K 0.08% 145
2021
Q2 		$596K Hold
29,722
– – 0.09% 127
2021
Q1 		$587K Hold
29,722
– – 0.09% 123
2020
Q4 		$584K Sell
29,722
-800
-3% -$15.4K 0.09% 125
2020
Q3 		$582K Sell
30,522
-300
-1% -$5.76K 0.09% 116
2020
Q2 		$584K Buy
30,822
+300
+1% +$5.5K 0.09% 114
2020
Q1 		$522K Sell
30,522
-36,200
-54% -$726K 0.11% 117
2019
Q4 		$1.38M Buy
66,722
+2,850
+4% +$59K 0.27% 78
2019
Q3 		$1.32M Sell
63,872
-1,325
-2% -$27.4K 0.28% 73
2019
Q2 		$1.36M Buy
65,197
+500
+0.8% +$10.2K 0.3% 68
2019
Q1 		$1.31M Sell
64,697
-3,200
-5% -$62.9K 0.35% 65
2018
Q4 		$1.29M Sell
67,897
-60,137
-47% -$1.17M 0.37% 65
2018
Q3 		$2.63M Sell
128,034
-2,250
-2% -$47K 0.7% 44
2018
Q2 		$2.72M Hold
130,284
– – 0.81% 45
2018
Q1 		$2.81M Sell
130,284
-2,100
-2% -$45.5K 0.86% 45
2017
Q4 		$2.94M Hold
132,384
– – 0.89% 42
2017
Q3 		$3.18M Sell
132,384
-650
-0.5% -$16K 1.07% 33
2017
Q2 		$3.36M Sell
133,034
-9,800
-7% -$242K 1.33% 30
2017
Q1 		$3.41M Buy
142,834
+2,925
+2% +$68.5K 1.56% 23
2016
Q4 		$3.23M Buy
139,909
+124,209
+791% +$2.96M 1.5% 20
2016
Q3 		$403K Hold
15,700
– – 0.22% 79
2016
Q2 		$420K Buy
15,700
+10,300
+191% +$271K 0.24% 78
2016
Q1 		$144K Hold
5,400
– – 0.08% 116
2015
Q4 		$137K Buy
+5,400
New +$135K 0.09% 115
2014
Q3 		– Sell
-86,900
Closed -$2.06M – 62
2014
Q2 		$2.06M Buy
+86,900
New +$2.03M 1.76% 25

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Van Hulzen Asset Management's DBL Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2025, closing a stake of 200 shares — an estimated $3.1K sold.

Van Hulzen Asset Management first reported a position in DBL in Q2 2014 and held it in 30 quarters. The position peaked at $3.41M in Q1 2017. 68 funds tracked by Wall St. Rank hold DBL as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 200 DoubleLine Opportunistic Credit Fund shares in Q1 2025, an estimated $3.1K.
  • Van Hulzen Asset Management first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2014 and held it in 30 quarters.
  • Van Hulzen Asset Management's DoubleLine Opportunistic Credit Fund position peaked at $3.41M in Q1 2017.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.