Oaktree Capital Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Oaktree Capital Management’s Portfolio JSD Stock Details JSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-509,049	Closed	-$5.97M	–	303
2023 Q1	$5.97M	Hold	509,049	–	–	0.07%	131
2022 Q4	$6.04M	Hold	509,049	–	–	0.06%	138
2022 Q3	$6.02M	Buy	509,049 +28,611	+6%	+$355K	0.07%	135
2022 Q2	$5.78M	Buy	+480,438	New	+$6.23M	0.07%	134

Other funds holding JSD

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oaktree Capital Management's JSD Position: Q2 2023 in Review

Oaktree Capital Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2023, closing a stake of 509,049 shares — an estimated $5.97M sold.

Oaktree Capital Management first reported a position in JSD in Q2 2022 and held it in 4 quarters. The position peaked at $6.04M in Q4 2022. 40 funds tracked by Wall St. Rank hold JSD as of Q2 2023.

Oaktree Capital Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2023 after selling out during the quarter.
Oaktree Capital Management sold 509,049 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2023, an estimated $5.97M.
Oaktree Capital Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2022 and held it in 4 quarters.
Oaktree Capital Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $6.04M in Q4 2022.
40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2023.

Based on Oaktree Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.