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Sandy Spring Bank’s Oaktree Specialty Lending OCSL Stock Holding History

Sandy Spring Bank’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
2021
Q4 		– Sell
-82
Closed -$2K – 1242
2021
Q3 		$2K Buy
+82
New +$1.73K ﹤0.01% 1069
2018
Q1 		– Sell
-2,067
Closed -$30K – 867
2017
Q4 		$30K Buy
+2,067
New +$33.1K ﹤0.01% 527

Other funds holding OCSL

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Sandy Spring Bank's OCSL Position: Q4 2021 in Review

Sandy Spring Bank sold out of Oaktree Specialty Lending (OCSL) in Q4 2021, closing a stake of 82 shares — an estimated $2K sold.

Sandy Spring Bank first reported a position in OCSL in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q4 2017. 189 funds tracked by Wall St. Rank hold OCSL as of Q4 2021.

  • Sandy Spring Bank reported no remaining Oaktree Specialty Lending position as of Q4 2021 after selling out during the quarter.
  • Sandy Spring Bank sold 82 Oaktree Specialty Lending shares in Q4 2021, an estimated $2K.
  • Sandy Spring Bank first reported a position in Oaktree Specialty Lending in Q4 2017 and held it in 2 quarters.
  • Sandy Spring Bank's Oaktree Specialty Lending position peaked at $30K in Q4 2017.
  • 189 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2021.

Based on Sandy Spring Bank's 13F filing for Q4 2021, filed 11 Feb 2022.