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Jenkins Wealth’s Oaktree Specialty Lending OCSL Stock Holding History

Jenkins Wealth’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
Q4 		$333K Buy
+16,149
New +$325K 0.13% 63

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Jenkins Wealth's OCSL Position: Q4 2022 in Review

Jenkins Wealth opened a new position in Oaktree Specialty Lending (OCSL) in Q4 2022: 16,149 shares worth $333K. The stake represents 0.13% of the portfolio and ranks #63 among its holdings.

197 funds tracked by Wall St. Rank hold OCSL as of Q4 2022.

  • Jenkins Wealth held 16,149 shares of Oaktree Specialty Lending worth $333K as of Q4 2022.
  • Oaktree Specialty Lending was a new Jenkins Wealth position in Q4 2022.
  • Oaktree Specialty Lending made up 0.13% of Jenkins Wealth's portfolio in Q4 2022, its #63 holding.
  • 197 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.