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Shoals Capital Management’s Oaktree Specialty Lending OCSL Stock Holding History

Shoals Capital 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
2020
Q1 		– Sell
-501,672
Closed -$8.22M – 10
2019
Q4 		$8.22M Buy
+501,672
New +$7.9M 8.04% 6

Other funds holding OCSL

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PMG
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JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Shoals Capital Management's OCSL Position: Q1 2020 in Review

Shoals Capital Management sold out of Oaktree Specialty Lending (OCSL) in Q1 2020, closing a stake of 501,672 shares — an estimated $8.22M sold.

Shoals Capital Management first reported a position in OCSL in Q4 2019 and held it in 1 quarter. The position peaked at $8.22M in Q4 2019. 131 funds tracked by Wall St. Rank hold OCSL as of Q1 2020.

  • Shoals Capital Management reported no remaining Oaktree Specialty Lending position as of Q1 2020 after selling out during the quarter.
  • Shoals Capital Management sold 501,672 Oaktree Specialty Lending shares in Q1 2020, an estimated $8.22M.
  • Shoals Capital Management first reported a position in Oaktree Specialty Lending in Q4 2019 and held it in 1 quarter.
  • Shoals Capital Management's Oaktree Specialty Lending position peaked at $8.22M in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2020.

Based on Shoals Capital Management's 13F filing for Q1 2020, filed 13 May 2020.