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Apollon Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Apollon 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
Q4 		– Sell
-18,930
Closed -$309K – 1251
2024
Q3 		$309K Buy
18,930
+998
+6% +$17.1K 0.01% 904
2024
Q2 		$337K Buy
17,932
+222
+1% +$4.29K 0.01% 812
2024
Q1 		$348K Buy
17,710
+1,327
+8% +$26.8K 0.01% 817
2023
Q4 		$335K Buy
16,383
+3,448
+27% +$68.1K 0.01% 796
2023
Q3 		$260K Buy
12,935
+337
+3% +$6.74K 0.01% 747
2023
Q2 		$245K Buy
12,598
+222
+2% +$4.17K 0.01% 797
2023
Q1 		$232K Buy
+12,376
New +$247K 0.01% 755

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Apollon Wealth Management's OCSL Position: Q4 2024 in Review

Apollon Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q4 2024, closing a stake of 18,930 shares — an estimated $309K sold.

Apollon Wealth Management first reported a position in OCSL in Q1 2023 and held it in 7 quarters. The position peaked at $348K in Q1 2024. 197 funds tracked by Wall St. Rank hold OCSL as of Q4 2024.

  • Apollon Wealth Management reported no remaining Oaktree Specialty Lending position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 18,930 Oaktree Specialty Lending shares in Q4 2024, an estimated $309K.
  • Apollon Wealth Management first reported a position in Oaktree Specialty Lending in Q1 2023 and held it in 7 quarters.
  • Apollon Wealth Management's Oaktree Specialty Lending position peaked at $348K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.