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Strategic Financial Concepts’s Oaktree Specialty Lending OCSL Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-24,194
Closed -$1.33K – 555
2024
Q2 		$1.33K Buy
+24,194
New +$468K ﹤0.01% 586

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
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
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 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
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Strategic Financial Concepts's OCSL Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Oaktree Specialty Lending (OCSL) in Q3 2024, closing a stake of 24,194 shares — an estimated $1.33K sold.

Strategic Financial Concepts first reported a position in OCSL in Q2 2024 and held it in 1 quarter. The position peaked at $1.33K in Q2 2024. 195 funds tracked by Wall St. Rank hold OCSL as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Oaktree Specialty Lending position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 24,194 Oaktree Specialty Lending shares in Q3 2024, an estimated $1.33K.
  • Strategic Financial Concepts first reported a position in Oaktree Specialty Lending in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Oaktree Specialty Lending position peaked at $1.33K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.