ZIM
OCSL icon

Zacks Investment Management’s Oaktree Specialty Lending OCSL Stock Holding History

Zacks Investment 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
2019
Q4 		– Sell
-5,729
Closed -$89K – 573
2019
Q3 		$89K Buy
+5,729
New +$90.1K ﹤0.01% 504
2015
Q4 		– Sell
-7,654
Closed -$142K – 632
2015
Q3 		$142K Buy
+7,654
New +$147K ﹤0.01% 555

Other funds holding OCSL

HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Zacks Investment Management's OCSL Position: Q4 2019 in Review

Zacks Investment Management sold out of Oaktree Specialty Lending (OCSL) in Q4 2019, closing a stake of 5,729 shares — an estimated $89K sold.

Zacks Investment Management first reported a position in OCSL in Q3 2015 and held it in 2 quarters. The position peaked at $142K in Q3 2015. 149 funds tracked by Wall St. Rank hold OCSL as of Q4 2019.

  • Zacks Investment Management reported no remaining Oaktree Specialty Lending position as of Q4 2019 after selling out during the quarter.
  • Zacks Investment Management sold 5,729 Oaktree Specialty Lending shares in Q4 2019, an estimated $89K.
  • Zacks Investment Management first reported a position in Oaktree Specialty Lending in Q3 2015 and held it in 2 quarters.
  • Zacks Investment Management's Oaktree Specialty Lending position peaked at $142K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2019.

Based on Zacks Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.