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Axiom Investment Management’s Oaktree Specialty Lending OCSL Stock Holding History

Axiom Investment 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
2019
Q3 		– Sell
-16,400
Closed -$266K – 361
2019
Q2 		$266K Buy
16,400
+5,250
+47% +$84.9K 0.05% 308
2019
Q1 		$174K Buy
11,150
+7,424
+199% +$111K 0.03% 352
2018
Q4 		$47K Buy
+3,726
New +$51K 0.01% 346

Other funds holding OCSL

SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return

Axiom Investment Management's OCSL Position: Q3 2019 in Review

Axiom Investment Management sold out of Oaktree Specialty Lending (OCSL) in Q3 2019, closing a stake of 16,400 shares — an estimated $266K sold.

Axiom Investment Management first reported a position in OCSL in Q4 2018 and held it in 3 quarters. The position peaked at $266K in Q2 2019. 147 funds tracked by Wall St. Rank hold OCSL as of Q3 2019.

  • Axiom Investment Management reported no remaining Oaktree Specialty Lending position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 16,400 Oaktree Specialty Lending shares in Q3 2019, an estimated $266K.
  • Axiom Investment Management first reported a position in Oaktree Specialty Lending in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Oaktree Specialty Lending position peaked at $266K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.