AIP
OCSL icon

Ahrens Investment Partners’s Oaktree Specialty Lending OCSL Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$6.25K Buy
+333
New +$6.63K ﹤0.01% 724
2022
Q3 		– Sell
-333
Closed -$7K – 666
2022
Q2 		$7K Hold
333
– – ﹤0.01% 716
2022
Q1 		$7K Hold
333
– – ﹤0.01% 797
2021
Q4 		$7K Buy
+333
New +$7.37K ﹤0.01% 815

Other funds holding OCSL

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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Ahrens Investment Partners's OCSL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Oaktree Specialty Lending (OCSL) in Q1 2023: 333 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in OCSL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in OCSL in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q2 2022. 185 funds tracked by Wall St. Rank hold OCSL as of Q1 2023.

  • Ahrens Investment Partners held 333 shares of Oaktree Specialty Lending worth $6.25K as of Q1 2023.
  • Oaktree Specialty Lending was a new Ahrens Investment Partners position in Q1 2023.
  • Oaktree Specialty Lending made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #724 holding.
  • Ahrens Investment Partners first reported a position in Oaktree Specialty Lending in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Oaktree Specialty Lending position peaked at $7K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.