1834 Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

1834 Investment Advisors’s Portfolio GBDC Stock Details GBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,662	Closed	-$22K	–	293
2022 Q2	$22K	Hold	1,662	–	–	﹤0.01%	334
2022 Q1	$25K	Hold	1,662	–	–	﹤0.01%	297
2021 Q4	$26K	Buy	1,662 +21	+1%	+$325	﹤0.01%	310
2021 Q3	$26K	Buy	1,641 +21	+1%	+$330	﹤0.01%	317
2021 Q2	$25K	Sell	1,620 -1	-0.1%	-$16	﹤0.01%	335
2021 Q1	$24K	Buy	1,621 +44	+3%	+$647	﹤0.01%	312
2020 Q4	$22K	Hold	1,577	–	–	﹤0.01%	311
2020 Q3	$21K	Buy	1,577 +25	+2%	+$312	﹤0.01%	302
2020 Q2	$18K	Sell	1,552 -3,068	-66%	-$34.5K	﹤0.01%	295
2020 Q1	$57K	Buy	4,620 +25	+0.5%	+$409	0.01%	246
2019 Q4	$83K	Sell	4,595 -612	-12%	-$10.8K	0.01%	246
2019 Q3	$96K	Buy	5,207 +510	+11%	+$9.17K	0.01%	241
2019 Q2	$82K	Hold	4,697	–	–	0.01%	248
2019 Q1	$82K	Hold	4,697	–	–	0.01%	239
2018 Q4	$76K	Buy	+4,697	New	+$83.6K	0.01%	238

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

1834 Investment Advisors's GBDC Position: Q3 2022 in Review

1834 Investment Advisors sold out of Golub Capital BDC (GBDC) in Q3 2022, closing a stake of 1,662 shares — an estimated $22K sold.

1834 Investment Advisors first reported a position in GBDC in Q4 2018 and held it in 15 quarters. The position peaked at $96K in Q3 2019. 230 funds tracked by Wall St. Rank hold GBDC as of Q3 2022.

1834 Investment Advisors reported no remaining Golub Capital BDC position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,662 Golub Capital BDC shares in Q3 2022, an estimated $22K.
1834 Investment Advisors first reported a position in Golub Capital BDC in Q4 2018 and held it in 15 quarters.
1834 Investment Advisors's Golub Capital BDC position peaked at $96K in Q3 2019.
230 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.