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

True 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
2023
Q1 		$650K Sell
34,607
-1,095
-3% -$21.8K 0.44% 51
2022
Q4 		$736K Buy
+35,702
New +$719K 0.6% 47

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
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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

True Capital Management's OCSL Position: Q1 2023 in Review

True Capital Management reduced its Oaktree Specialty Lending (OCSL) stake by 3.1% in Q1 2023, selling an estimated $21.8K and leaving 34,607 shares worth $650K. The position accounts for 0.44% of the portfolio, ranked #51.

True Capital Management first reported a position in OCSL in Q4 2022 and has held it in 2 quarters since. The position peaked at $736K in Q4 2022. 185 funds tracked by Wall St. Rank hold OCSL as of Q1 2023.

  • True Capital Management held 34,607 shares of Oaktree Specialty Lending worth $650K as of Q1 2023.
  • True Capital Management sold 1,095 Oaktree Specialty Lending shares in Q1 2023, an estimated $21.8K.
  • Oaktree Specialty Lending made up 0.44% of True Capital Management's portfolio in Q1 2023, its #51 holding.
  • True Capital Management first reported a position in Oaktree Specialty Lending in Q4 2022 and has held it in 2 quarters since.
  • True Capital Management's Oaktree Specialty Lending position peaked at $736K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.