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Welch & Forbes’s Oaktree Specialty Lending OCSL Stock Holding History

Welch & Forbes’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
2022
Q2 		– Sell
-4,903
Closed -$108K – 391
2022
Q1 		$108K Buy
+4,903
New +$110K ﹤0.01% 385

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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Welch & Forbes's OCSL Position: Q2 2022 in Review

Welch & Forbes sold out of Oaktree Specialty Lending (OCSL) in Q2 2022, closing a stake of 4,903 shares — an estimated $108K sold.

Welch & Forbes first reported a position in OCSL in Q1 2022 and held it in 1 quarter. The position peaked at $108K in Q1 2022. 213 funds tracked by Wall St. Rank hold OCSL as of Q2 2022.

  • Welch & Forbes reported no remaining Oaktree Specialty Lending position as of Q2 2022 after selling out during the quarter.
  • Welch & Forbes sold 4,903 Oaktree Specialty Lending shares in Q2 2022, an estimated $108K.
  • Welch & Forbes first reported a position in Oaktree Specialty Lending in Q1 2022 and held it in 1 quarter.
  • Welch & Forbes's Oaktree Specialty Lending position peaked at $108K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2022.

Based on Welch & Forbes's 13F filing for Q2 2022, filed 22 Jul 2022.