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Howard Marks

Oaktree Capital Management

Howard Marks AXIOS SUSTAINABLE GROWTH A-A stake

total: 853

Oaktree Capital Management AXAC trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2022 Q1
Held for:
4 quarters
Latest activity:
2023 Q1
According to 2026 Q2 report, Howard Marks doesn't hold any AXIOS SUSTAINABLE GROWTH A-A (AXAC) shares. To date, the estimated cost basis is nearly $9.97 for "buy" trades and estimated average "sell" price is $10.3. Oaktree Capital Management first purchased AXAC in 2022 Q1, initially acquiring 600,000 shares. Since the initial investment in AXIOS SUSTAINABLE GROWTH A-A (AXAC), Oaktree Capital Management has made 1 more transaction.

When did Howard Marks sell AXIOS SUSTAINABLE GROWTH A-A (AXAC)?

Howard Marks sold off the entire AXIOS SUSTAINABLE GROWTH A-A (AXAC) position in 2023 Q1.

When did Howard Marks buy AXIOS SUSTAINABLE GROWTH A-A (AXAC)?

Howard Marks first invested in AXIOS SUSTAINABLE GROWTH A-A (AXAC) in 2022 Q1 at the reported quarter-end price of $9.97 per share.

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

The estimated cost basis for AXIOS SUSTAINABLE GROWTH A-A (AXAC) stake is around $9.97 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$9.97
Weighted AVG sell price:
$10.30

Howard Marks's historical trades in AXIOS SUSTAINABLE GROWTH A-A

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q1
0.00%
0
$10.30
-100% (-600,000)
-0.07%
2022 Q1
0.06%
600,000
$9.97
$5,982,000
new
+0.06%
* 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.