Howard Capital Management Group’s Oaktree Specialty Lending OCSL Stock Holding History

Howard Capital Management Group’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	-62,041	Closed	-$948K	–	142
2024 Q4	$948K	Hold	62,041	–	–	0.06%	59
2024 Q3	$1.01M	Hold	62,041	–	–	0.07%	56
2024 Q2	$1.17M	Sell	62,041 -18,000	-22%	-$348K	0.09%	55
2024 Q1	$1.57M	Hold	80,041	–	–	0.12%	50
2023 Q4	$1.63M	Hold	80,041	–	–	0.14%	45
2023 Q3	$1.61M	Hold	80,041	–	–	0.16%	46
2023 Q2	$1.56M	Hold	80,041	–	–	0.14%	46
2023 Q1	$1.5M	Hold	80,041	–	–	0.16%	45
2022 Q4	$1.65M	Hold	80,041	–	–	0.2%	41
2022 Q3	$1.44M	Hold	80,041	–	–	0.18%	44
2022 Q2	$1.57M	Hold	80,041	–	–	0.18%	42
2022 Q1	$1.77M	Hold	80,041	–	–	0.16%	46
2021 Q4	$1.79M	Hold	80,041	–	–	0.15%	48
2021 Q3	$1.7M	Hold	80,041	–	–	0.16%	46
2021 Q2	$1.61M	Hold	80,041	–	–	0.15%	46
2021 Q1	$1.49M	Buy	+80,041	New	+$1.44M	0.16%	45

Other funds holding OCSL

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

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

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

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Howard Capital Management Group's OCSL Position: Q1 2025 in Review

Howard Capital Management Group sold out of Oaktree Specialty Lending (OCSL) in Q1 2025, closing a stake of 62,041 shares — an estimated $948K sold.

Howard Capital Management Group first reported a position in OCSL in Q1 2021 and held it in 16 quarters. The position peaked at $1.79M in Q4 2021. 188 funds tracked by Wall St. Rank hold OCSL as of Q1 2025.

Howard Capital Management Group reported no remaining Oaktree Specialty Lending position as of Q1 2025 after selling out during the quarter.
Howard Capital Management Group sold 62,041 Oaktree Specialty Lending shares in Q1 2025, an estimated $948K.
Howard Capital Management Group first reported a position in Oaktree Specialty Lending in Q1 2021 and held it in 16 quarters.
Howard Capital Management Group's Oaktree Specialty Lending position peaked at $1.79M in Q4 2021.
188 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2025.

Based on Howard Capital Management Group's 13F filing for Q1 2025, filed 16 Apr 2025.