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

Cedar 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 Q2	–	Sell	-667	Closed	-$15K	–	362
2022 Q1	$15K	Hold	667	–	–	0.01%	272
2021 Q4	$15K	Buy	+667	New	+$14.8K	0.01%	269

Other funds holding OCSL

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cedar Wealth Management's OCSL Position: Q2 2022 in Review

Cedar Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q2 2022, closing a stake of 667 shares — an estimated $15K sold.

Cedar Wealth Management first reported a position in OCSL in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 213 funds tracked by Wall St. Rank hold OCSL as of Q2 2022.

Cedar Wealth Management reported no remaining Oaktree Specialty Lending position as of Q2 2022 after selling out during the quarter.
Cedar Wealth Management sold 667 Oaktree Specialty Lending shares in Q2 2022, an estimated $15K.
Cedar Wealth Management first reported a position in Oaktree Specialty Lending in Q4 2021 and held it in 2 quarters.
Cedar Wealth Management's Oaktree Specialty Lending position peaked at $15K in Q1 2022.
213 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.