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Tyler-Stone Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-1,000
Closed -$18.8K – 737
2024
Q2 		$18.8K Hold
1,000
– – 0.01% 535
2024
Q1 		$19.7K Hold
1,000
– – 0.01% 527
2023
Q4 		$20.4K Buy
+1,000
New +$19.7K 0.01% 498

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

Tyler-Stone Wealth Management's OCSL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q3 2024, closing a stake of 1,000 shares — an estimated $18.8K sold.

Tyler-Stone Wealth Management first reported a position in OCSL in Q4 2023 and held it in 3 quarters. The position peaked at $20.4K in Q4 2023. 195 funds tracked by Wall St. Rank hold OCSL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Oaktree Specialty Lending position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 Oaktree Specialty Lending shares in Q3 2024, an estimated $18.8K.
  • Tyler-Stone Wealth Management first reported a position in Oaktree Specialty Lending in Q4 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Oaktree Specialty Lending position peaked at $20.4K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.