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Toth Financial Advisory’s Oaktree Specialty Lending OCSL Stock Holding History

Toth Financial Advisory’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
-135
Closed -$2.54K – 756
2024
Q2 		$2.54K Hold
135
– – ﹤0.01% 591
2024
Q1 		$2.65K Hold
135
– – ﹤0.01% 579
2023
Q4 		$2.76K Buy
135
+60
+80% +$1.19K ﹤0.01% 591
2023
Q3 		$1.51K Hold
75
– – ﹤0.01% 667
2023
Q2 		$1.46K Buy
+75
New +$1.41K ﹤0.01% 690

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

Toth Financial Advisory's OCSL Position: Q3 2024 in Review

Toth Financial Advisory sold out of Oaktree Specialty Lending (OCSL) in Q3 2024, closing a stake of 135 shares — an estimated $2.54K sold.

Toth Financial Advisory first reported a position in OCSL in Q2 2023 and held it in 5 quarters. The position peaked at $2.76K in Q4 2023. 195 funds tracked by Wall St. Rank hold OCSL as of Q3 2024.

  • Toth Financial Advisory reported no remaining Oaktree Specialty Lending position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 135 Oaktree Specialty Lending shares in Q3 2024, an estimated $2.54K.
  • Toth Financial Advisory first reported a position in Oaktree Specialty Lending in Q2 2023 and held it in 5 quarters.
  • Toth Financial Advisory's Oaktree Specialty Lending position peaked at $2.76K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.