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Howard Marks

Oaktree Capital Management

Howard Marks iShares iBoxx $ High Yield Corporate Bond ETF stake

total: 853

Oaktree Capital Management HYG trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2018 Q4
Held for:
1 quarter
Latest activity:
2019 Q1
According to 2026 Q2 report, Howard Marks doesn't hold any iShares iBoxx $ High Yield Corporate Bond ETF (HYG) shares. To date, the estimated cost basis is nearly $81.12 for "buy" trades and estimated average "sell" price is $81.12. Oaktree Capital Management first purchased HYG in 2018 Q4, initially acquiring 61,500 shares. Since the initial investment in iShares iBoxx $ High Yield Corporate Bond ETF (HYG), Oaktree Capital Management has made 1 more transaction.

When did Howard Marks sell iShares iBoxx $ High Yield Corporate Bond ETF (HYG)?

Howard Marks sold off the entire iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position in 2019 Q1.

When did Howard Marks buy iShares iBoxx $ High Yield Corporate Bond ETF (HYG)?

Howard Marks first invested in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in 2018 Q4 at the reported quarter-end price of $81.12 per share.

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

The estimated cost basis for iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake is around $81.12 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$81.12
Weighted AVG sell price:
$81.12

Howard Marks's historical trades in iShares iBoxx $ High Yield Corporate Bond ETF

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2019 Q1
0.00%
$81.12
-100% (-61,500)
2018 Q4
0.10%
$81.12
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.