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Catalyst Private Wealth’s Oaktree Specialty Lending OCSL Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-70
Closed -$1K – 202
2020
Q3 		$1K Buy
+70
New +$1K ﹤0.01% 283

Other funds holding OCSL

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Catalyst Private Wealth's OCSL Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Oaktree Specialty Lending (OCSL) in Q4 2020, closing a stake of 70 shares — an estimated $1K sold.

Catalyst Private Wealth first reported a position in OCSL in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 143 funds tracked by Wall St. Rank hold OCSL as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Oaktree Specialty Lending position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 70 Oaktree Specialty Lending shares in Q4 2020, an estimated $1K.
  • Catalyst Private Wealth first reported a position in Oaktree Specialty Lending in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Oaktree Specialty Lending position peaked at $1K in Q3 2020.
  • 143 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.