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Menlo Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Menlo Advisors’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
2020
Q2 		– Sell
-13,580
Closed -$131K – 38
2020
Q1 		$131K Buy
+13,580
New +$198K 0.12% 29

Other funds holding OCSL

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Menlo Advisors's OCSL Position: Q2 2020 in Review

Menlo Advisors sold out of Oaktree Specialty Lending (OCSL) in Q2 2020, closing a stake of 13,580 shares — an estimated $131K sold.

Menlo Advisors first reported a position in OCSL in Q1 2020 and held it in 1 quarter. The position peaked at $131K in Q1 2020. 126 funds tracked by Wall St. Rank hold OCSL as of Q2 2020.

  • Menlo Advisors reported no remaining Oaktree Specialty Lending position as of Q2 2020 after selling out during the quarter.
  • Menlo Advisors sold 13,580 Oaktree Specialty Lending shares in Q2 2020, an estimated $131K.
  • Menlo Advisors first reported a position in Oaktree Specialty Lending in Q1 2020 and held it in 1 quarter.
  • Menlo Advisors's Oaktree Specialty Lending position peaked at $131K in Q1 2020.
  • 126 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2020.

Based on Menlo Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.