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WR Wealth Planners’s Oaktree Specialty Lending OCSL Stock Holding History

WR Wealth Planners’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
Q4 		$2.58K Buy
169
+137
+428% +$2.19K ﹤0.01% 813
2024
Q3 		$522 Hold
32
– – ﹤0.01% 1028
2024
Q2 		$602 Hold
32
– – ﹤0.01% 1002
2024
Q1 		$629 Buy
+32
New +$646 ﹤0.01% 1013

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WR Wealth Planners's OCSL Position: Q4 2024 in Review

WR Wealth Planners increased its Oaktree Specialty Lending (OCSL) stake by 428% in Q4 2024, buying an estimated $2.19K and bringing the position to 169 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

WR Wealth Planners first reported a position in OCSL in Q1 2024 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold OCSL as of Q4 2024.

  • WR Wealth Planners held 169 shares of Oaktree Specialty Lending worth $2.58K as of Q4 2024.
  • WR Wealth Planners bought 137 Oaktree Specialty Lending shares in Q4 2024, an estimated $2.19K.
  • Oaktree Specialty Lending made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #813 holding.
  • WR Wealth Planners first reported a position in Oaktree Specialty Lending in Q1 2024 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.