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Wright Investors Service’s Blue Owl Capital OWL Stock Holding History

Wright Investors Service’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
2024
Q2 		– Sell
-30,073
Closed -$567K – 154
2024
Q1 		$567K Sell
30,073
-48
-0.2% -$804 0.14% 124
2023
Q4 		$449K Buy
+30,121
New +$405K 0.13% 125

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wright Investors Service's OWL Position: Q2 2024 in Review

Wright Investors Service sold out of Blue Owl Capital (OWL) in Q2 2024, closing a stake of 30,073 shares — an estimated $567K sold.

Wright Investors Service first reported a position in OWL in Q4 2023 and held it in 2 quarters. The position peaked at $567K in Q1 2024. 391 funds tracked by Wall St. Rank hold OWL as of Q2 2024.

  • Wright Investors Service reported no remaining Blue Owl Capital position as of Q2 2024 after selling out during the quarter.
  • Wright Investors Service sold 30,073 Blue Owl Capital shares in Q2 2024, an estimated $567K.
  • Wright Investors Service first reported a position in Blue Owl Capital in Q4 2023 and held it in 2 quarters.
  • Wright Investors Service's Blue Owl Capital position peaked at $567K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.