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Howard Marks

Oaktree Capital Management

Howard Marks AFYA LTD, CL-A stake

total: 853

Oaktree Capital Management AFYA trades

Total transactions:
15
New positions:
1
Sold out:
1
Added:
5
Reduced:
8
Held since:
2019 Q3
Held for:
14 quarters
Latest activity:
2023 Q1
According to 2026 Q2 report, Howard Marks doesn't hold any AFYA LTD, CL-A (AFYA) shares. To date, the estimated cost basis is nearly $22.64 for "buy" trades and estimated average "sell" price is $15.84. Oaktree Capital Management first purchased AFYA in 2019 Q3, initially acquiring 697,554 shares. Since the initial investment in AFYA LTD, CL-A (AFYA), Oaktree Capital Management has made 14 more transactions.

When did Howard Marks sell AFYA LTD, CL-A (AFYA)?

Howard Marks sold off the entire AFYA LTD, CL-A (AFYA) position in 2023 Q1.

When did Howard Marks buy AFYA LTD, CL-A (AFYA)?

Howard Marks first invested in AFYA LTD, CL-A (AFYA) in 2019 Q3 at the reported quarter-end price of $25.64 per share.

What's the cost basis of Oaktree Capital Management's AFYA stake?

The estimated cost basis for AFYA LTD, CL-A (AFYA) stake is around $22.64 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$22.64
Weighted AVG sell price:
$15.84

Howard Marks's historical trades in AFYA LTD, CL-A

15 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q1
0.00%
0
$15.62
-100% (-951,452)
-0.16%
2022 Q4
0.16%
951,452
$15.62
$14,861,680
-33.89% (-487,818)
-0.09%
2022 Q3
0.22%
1,439,270
$13.56
$19,516,000
-5.04% (-76,320)
-0.01%
2022 Q2
0.18%
1,515,590
$9.95
$15,080,000
-1.97% (-30,479)
-0%
2022 Q1
0.24%
1,546,069
$14.41
$22,278,000
-0.99% (-15,507)
-0%
2021 Q4
0.28%
1,561,576
$15.71
$24,532,000
-5.46% (-90,236)
-0.02%
2021 Q3
0.48%
1,651,812
$19.74
$32,607,000
+1.17% (+19,132)
+0.01%
2021 Q2
0.57%
1,632,680
$25.78
$42,090,000
-1.76% (-29,226)
-0.01%
2021 Q1
0.43%
1,661,906
$18.59
$30,895,000
-6.64% (-118,134)
-0.04%
2020 Q4
0.78%
$25.30
+1.63% (+28,500)
2020 Q3
1.04%
$27.24
-0.41% (-7,126)
2020 Q2
0.92%
$23.44
+22.15% (+318,904)
2020 Q1
0.79%
$19.06
+96.44% (+706,849)
2019 Q4
0.39%
$27.12
+5.07% (+35,359)
2019 Q3
0.37%
$25.64
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.