OCSL OAKTREE SPECIALTY LENDING CO

Ownership history in FIRST FOUNDATION ADVISORS  ·  11 quarters on record

This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in OAKTREE SPECIALTY LENDING CO (OCSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q3)
Avg. % of fund
0.01%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,559 0% 0.01% $138K $12.21
2025 Q2 UNCHANGED 10,559 0% 0.01% $144K $12.41
2025 Q1 UNCHANGED 10,559 0% 0.01% $162K $13.55
2024 Q4 UNCHANGED 10,559 0% 0.01% $161K $13.07
2024 Q3 UNCHANGED 10,559 0% 0.01% $172K $13.48
2024 Q2 UNCHANGED 10,559 0% 0.01% $199K $15.02
2024 Q1 UNCHANGED 10,559 0% 0.01% $208K $15.26
2023 Q4 REDUCED 10,559 -2,390 -18.5% 0.01% $216K $15.41
2023 Q3 UNCHANGED 12,949 0% 0.01% $261K $14.72
2023 Q2 UNCHANGED 12,949 0% 0.01% $252K $13.84
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    OCSL price (monthly, adj. close)
← Back to FIRST FOUNDATION ADVISORS Holdings