AWM
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Accel Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Accel Wealth Management’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,171
Closed -$210K – 268
2024
Q2 		$210K Sell
11,171
-3,383
-23% -$65.4K 0.08% 217
2024
Q1 		$286K Buy
14,554
+2,602
+22% +$52.6K 0.12% 160
2023
Q4 		$244K Buy
+11,952
New +$236K 0.12% 161
2023
Q2 		– Sell
-700
Closed -$13.1K – 634
2023
Q1 		$13.1K Buy
+700
New +$13.9K 0.01% 821

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Accel Wealth Management's OCSL Position: Q3 2024 in Review

Accel Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q3 2024, closing a stake of 11,171 shares — an estimated $210K sold.

Accel Wealth Management first reported a position in OCSL in Q1 2023 and held it in 4 quarters. The position peaked at $286K in Q1 2024. 195 funds tracked by Wall St. Rank hold OCSL as of Q3 2024.

  • Accel Wealth Management reported no remaining Oaktree Specialty Lending position as of Q3 2024 after selling out during the quarter.
  • Accel Wealth Management sold 11,171 Oaktree Specialty Lending shares in Q3 2024, an estimated $210K.
  • Accel Wealth Management first reported a position in Oaktree Specialty Lending in Q1 2023 and held it in 4 quarters.
  • Accel Wealth Management's Oaktree Specialty Lending position peaked at $286K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2024.

Based on Accel Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.