BBPWM
OCSL icon

Blue Bell Private Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-100
Closed -$2K – 725
2022
Q3 		$2K Sell
100
-333
-77% -$6.78K ﹤0.01% 608
2022
Q2 		$9K Hold
433
– – ﹤0.01% 399
2022
Q1 		$10K Buy
433
+333
+333% +$7.46K ﹤0.01% 413
2021
Q4 		$2K Buy
+100
New +$2.21K ﹤0.01% 700

Other funds holding OCSL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Blue Bell Private Wealth Management's OCSL Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in OCSL in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 197 funds tracked by Wall St. Rank hold OCSL as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Oaktree Specialty Lending position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 100 Oaktree Specialty Lending shares in Q4 2022, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in Oaktree Specialty Lending in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Oaktree Specialty Lending position peaked at $10K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.