MPWT
OCSL icon

MassMutual Private Wealth & Trust’s Oaktree Specialty Lending OCSL Stock Holding History

MassMutual Private Wealth & 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
2024
Q1 		– Sell
-1,997
Closed -$40.8K – 2106
2023
Q4 		$40.8K Buy
+1,997
New +$39.4K ﹤0.01% 653

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's OCSL Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of Oaktree Specialty Lending (OCSL) in Q1 2024, closing a stake of 1,997 shares — an estimated $40.8K sold.

MassMutual Private Wealth & Trust first reported a position in OCSL in Q4 2023 and held it in 1 quarter. The position peaked at $40.8K in Q4 2023. 197 funds tracked by Wall St. Rank hold OCSL as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining Oaktree Specialty Lending position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,997 Oaktree Specialty Lending shares in Q1 2024, an estimated $40.8K.
  • MassMutual Private Wealth & Trust first reported a position in Oaktree Specialty Lending in Q4 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Oaktree Specialty Lending position peaked at $40.8K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.