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Macroview Investment Management’s Oaktree Specialty Lending OCSL Stock Holding History

Macroview Investment Management’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
2024
Q3 		– Sell
-861
Closed -$16.2K – 624
2024
Q2 		$16.2K Buy
861
+23
+3% +$445 0.02% 191
2024
Q1 		$16.5K Buy
838
+22
+3% +$444 0.02% 206
2023
Q4 		$16.7K Buy
816
+22
+3% +$434 0.02% 197
2023
Q3 		$16K Buy
794
+203
+34% +$4.06K 0.02% 184
2023
Q2 		$11.5K Sell
591
-299
-34% -$5.62K 0.02% 235
2023
Q1 		$16.7K Buy
+890
New +$17.7K 0.03% 142
2022
Q3 		– Sell
-712
Closed -$14K – 491
2022
Q2 		$14K Buy
+712
New +$15K 0.02% 157
2013
Q4 		– Sell
-300
Closed -$9K – 221
2013
Q3 		$9K Buy
+300
New +$9.53K 0.02% 120

Other funds holding OCSL

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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
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
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Macroview Investment Management's OCSL Position: Q3 2024 in Review

Macroview Investment Management sold out of Oaktree Specialty Lending (OCSL) in Q3 2024, closing a stake of 861 shares — an estimated $16.2K sold.

Macroview Investment Management first reported a position in OCSL in Q3 2013 and held it in 8 quarters. The position peaked at $16.7K in Q1 2023. 195 funds tracked by Wall St. Rank hold OCSL as of Q3 2024.

  • Macroview Investment Management reported no remaining Oaktree Specialty Lending position as of Q3 2024 after selling out during the quarter.
  • Macroview Investment Management sold 861 Oaktree Specialty Lending shares in Q3 2024, an estimated $16.2K.
  • Macroview Investment Management first reported a position in Oaktree Specialty Lending in Q3 2013 and held it in 8 quarters.
  • Macroview Investment Management's Oaktree Specialty Lending position peaked at $16.7K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.