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Simplicity Solutions’s Oaktree Specialty Lending OCSL Stock Holding History

Simplicity Solutions’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
2022
Q2 		– Sell
-12,801
Closed -$283K – 681
2022
Q1 		$283K Buy
+12,801
New +$287K 0.03% 468

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Simplicity Solutions's OCSL Position: Q2 2022 in Review

Simplicity Solutions sold out of Oaktree Specialty Lending (OCSL) in Q2 2022, closing a stake of 12,801 shares — an estimated $283K sold.

Simplicity Solutions first reported a position in OCSL in Q1 2022 and held it in 1 quarter. The position peaked at $283K in Q1 2022. 213 funds tracked by Wall St. Rank hold OCSL as of Q2 2022.

  • Simplicity Solutions reported no remaining Oaktree Specialty Lending position as of Q2 2022 after selling out during the quarter.
  • Simplicity Solutions sold 12,801 Oaktree Specialty Lending shares in Q2 2022, an estimated $283K.
  • Simplicity Solutions first reported a position in Oaktree Specialty Lending in Q1 2022 and held it in 1 quarter.
  • Simplicity Solutions's Oaktree Specialty Lending position peaked at $283K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2022.

Based on Simplicity Solutions's 13F filing for Q2 2022, filed 19 Jul 2022.