WF
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Welch & Forbes’s Blue Owl Capital OBDC Stock Holding History

Welch & Forbes’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
2022
Q2 		– Sell
-11,640
Closed -$172K – 390
2022
Q1 		$172K Buy
+11,640
New +$171K ﹤0.01% 379

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Welch & Forbes's OBDC Position: Q2 2022 in Review

Welch & Forbes sold out of Blue Owl Capital (OBDC) in Q2 2022, closing a stake of 11,640 shares — an estimated $172K sold.

Welch & Forbes first reported a position in OBDC in Q1 2022 and held it in 1 quarter. The position peaked at $172K in Q1 2022. 275 funds tracked by Wall St. Rank hold OBDC as of Q2 2022.

  • Welch & Forbes reported no remaining Blue Owl Capital position as of Q2 2022 after selling out during the quarter.
  • Welch & Forbes sold 11,640 Blue Owl Capital shares in Q2 2022, an estimated $172K.
  • Welch & Forbes first reported a position in Blue Owl Capital in Q1 2022 and held it in 1 quarter.
  • Welch & Forbes's Blue Owl Capital position peaked at $172K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2022.

Based on Welch & Forbes's 13F filing for Q2 2022, filed 22 Jul 2022.