WealthPLAN Partners’s Oaktree Specialty Lending OCSL Stock Holding History

WealthPLAN Partners’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 Q2	–	Sell	-10,000	Closed	-$188K	–	1357
2023 Q1	$188K	Buy	10,000 +6,667	+200%	+$133K	0.02%	315
2022 Q4	$202K	Buy	+3,333	New	+$67.1K	0.01%	375

Other funds holding OCSL

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return