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Daniel L. Goodwin’s Oaktree Specialty Lending OCSL Stock Holding History

Daniel L. Goodwin’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
2023
Q3 		$316K Buy
15,716
+2,700
+21% +$54K 0.15% 60
2023
Q2 		$253K Hold
13,016
– – 0.12% 71
2023
Q1 		$244K Sell
13,016
-84
-0.6% -$1.67K 0.12% 72
2022
Q4 		$270K Buy
13,100
+833
+7% +$16.8K 0.14% 68
2022
Q3 		$221K Sell
12,267
-2,000
-14% -$40.7K 0.13% 73
2022
Q2 		$279K Buy
14,267
+2,400
+20% +$50.5K 0.15% 66
2022
Q1 		$262K Buy
+11,867
New +$266K 0.11% 73

Other funds holding OCSL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Daniel L. Goodwin's OCSL Position: Q3 2023 in Review

Daniel L. Goodwin increased its Oaktree Specialty Lending (OCSL) stake by 21% in Q3 2023, buying an estimated $54K and bringing the position to 15,716 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #60.

Daniel L. Goodwin first reported a position in OCSL in Q1 2022 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold OCSL as of Q3 2023.

  • Daniel L. Goodwin held 15,716 shares of Oaktree Specialty Lending worth $316K as of Q3 2023.
  • Daniel L. Goodwin bought 2,700 Oaktree Specialty Lending shares in Q3 2023, an estimated $54K.
  • Oaktree Specialty Lending made up 0.15% of Daniel L. Goodwin's portfolio in Q3 2023, its #60 holding.
  • Daniel L. Goodwin first reported a position in Oaktree Specialty Lending in Q1 2022 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.