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Sowell Financial Services’s Oaktree Specialty Lending OCSL Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-447
Closed -$7K – 3244
2020
Q4 		$7K Buy
+447
New +$6.94K ﹤0.01% 2166

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RCM
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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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sowell Financial Services's OCSL Position: Q1 2021 in Review

Sowell Financial Services sold out of Oaktree Specialty Lending (OCSL) in Q1 2021, closing a stake of 447 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in OCSL in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 169 funds tracked by Wall St. Rank hold OCSL as of Q1 2021.

  • Sowell Financial Services reported no remaining Oaktree Specialty Lending position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 447 Oaktree Specialty Lending shares in Q1 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Oaktree Specialty Lending in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Oaktree Specialty Lending position peaked at $7K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.