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Glenview Trust’s Oaktree Specialty Lending OCSL Stock Holding History

Glenview Trust’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
2025
Q1 		– Sell
-16,148
Closed -$247K – 490
2024
Q4 		$247K Sell
16,148
-13,752
-46% -$220K ﹤0.01% 441
2024
Q3 		$488K Hold
29,900
– – 0.01% 363
2024
Q2 		$562K Hold
29,900
– – 0.01% 330
2024
Q1 		$588K Hold
29,900
– – 0.01% 325
2023
Q4 		$611K Buy
29,900
+5,150
+21% +$102K 0.02% 310
2023
Q3 		$498K Buy
+24,750
New +$495K 0.01% 317

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glenview Trust's OCSL Position: Q1 2025 in Review

Glenview Trust sold out of Oaktree Specialty Lending (OCSL) in Q1 2025, closing a stake of 16,148 shares — an estimated $247K sold.

Glenview Trust first reported a position in OCSL in Q3 2023 and held it in 6 quarters. The position peaked at $611K in Q4 2023. 188 funds tracked by Wall St. Rank hold OCSL as of Q1 2025.

  • Glenview Trust reported no remaining Oaktree Specialty Lending position as of Q1 2025 after selling out during the quarter.
  • Glenview Trust sold 16,148 Oaktree Specialty Lending shares in Q1 2025, an estimated $247K.
  • Glenview Trust first reported a position in Oaktree Specialty Lending in Q3 2023 and held it in 6 quarters.
  • Glenview Trust's Oaktree Specialty Lending position peaked at $611K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2025.

Based on Glenview Trust's 13F filing for Q1 2025, filed 15 May 2025.