GSC
OXLC

Ground Swell Capital’s Oxford Lane Capital OXLC Stock Holding History

Ground Swell Capital’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,096
Closed -$54.8K – 84
2023
Q1 		$54.8K Buy
+2,096
New +$58.4K 0.09% 30
2014
Q3 		– Sell
-101
Closed -$9K – 2662
2014
Q2 		$9K Buy
+101
New +$8.57K 0.02% 793

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ground Swell Capital's OXLC Position: Q2 2023 in Review

Ground Swell Capital sold out of Oxford Lane Capital (OXLC) in Q2 2023, closing a stake of 2,096 shares — an estimated $54.8K sold.

Ground Swell Capital first reported a position in OXLC in Q2 2014 and held it in 2 quarters. The position peaked at $54.8K in Q1 2023. 88 funds tracked by Wall St. Rank hold OXLC as of Q2 2023.

  • Ground Swell Capital reported no remaining Oxford Lane Capital position as of Q2 2023 after selling out during the quarter.
  • Ground Swell Capital sold 2,096 Oxford Lane Capital shares in Q2 2023, an estimated $54.8K.
  • Ground Swell Capital first reported a position in Oxford Lane Capital in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's Oxford Lane Capital position peaked at $54.8K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2023.

Based on Ground Swell Capital's 13F filing for Q2 2023, filed 10 Aug 2023.