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West Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

West Financial Advisors’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
Q1 		– Sell
-39
Closed -$800 – 163
2023
Q4 		$800 Buy
39
+1
+3% +$20 ﹤0.01% 148
2023
Q3 		$767 Buy
38
+1
+3% +$20 ﹤0.01% 188
2023
Q2 		$720 Buy
37
+1
+3% +$19 ﹤0.01% 168
2023
Q1 		$676 Buy
36
+1
+3% +$20 ﹤0.01% 152
2022
Q4 		$724 Buy
35
+1
+3% +$20 ﹤0.01% 150
2022
Q3 		$1K Buy
34
+1
+3% +$20 ﹤0.01% 171
2022
Q2 		$1K Buy
+33
New +$695 ﹤0.01% 157

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

West Financial Advisors's OCSL Position: Q1 2024 in Review

West Financial Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2024, closing a stake of 39 shares — an estimated $800 sold.

West Financial Advisors first reported a position in OCSL in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 197 funds tracked by Wall St. Rank hold OCSL as of Q1 2024.

  • West Financial Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2024 after selling out during the quarter.
  • West Financial Advisors sold 39 Oaktree Specialty Lending shares in Q1 2024, an estimated $800.
  • West Financial Advisors first reported a position in Oaktree Specialty Lending in Q2 2022 and held it in 7 quarters.
  • West Financial Advisors's Oaktree Specialty Lending position peaked at $1K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.