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1834 Investment Advisors’s Goldman Sachs BDC GSBD Stock Holding History

1834 Investment Advisors’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,727
Closed -$256K – 194
2022
Q3 		$256K Hold
17,727
– – 0.04% 171
2022
Q2 		$298K Sell
17,727
-1,000
-5% -$18.5K 0.04% 154
2022
Q1 		$367K Hold
18,727
– – 0.05% 148
2021
Q4 		$359K Sell
18,727
-873
-4% -$16.6K 0.04% 148
2021
Q3 		$360K Hold
19,600
– – 0.04% 145
2021
Q2 		$384K Buy
19,600
+5,392
+38% +$107K 0.05% 146
2021
Q1 		$275K Buy
14,208
+8
+0.1% +$150 0.04% 168
2020
Q4 		$272K Buy
14,200
+4,200
+42% +$72.1K 0.04% 173
2020
Q3 		$150K Buy
+10,000
New +$157K 0.02% 204
2020
Q1 		– Sell
-14,100
Closed -$300K – 416
2019
Q4 		$300K Hold
14,100
– – 0.05% 155
2019
Q3 		$283K Hold
14,100
– – 0.04% 165
2019
Q2 		$278K Hold
14,100
– – 0.04% 163
2019
Q1 		$290K Buy
14,100
+3,500
+33% +$71.6K 0.04% 155
2018
Q4 		$195K Buy
10,600
+500
+5% +$10.3K 0.03% 177
2018
Q3 		$224K Buy
10,100
+4,500
+80% +$98.6K 0.03% 179
2018
Q2 		$115K Hold
5,600
– – 0.02% 211
2018
Q1 		$107K Hold
5,600
– – 0.02% 213
2017
Q4 		$124K Buy
+5,600
New +$124K 0.02% 217

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

1834 Investment Advisors's GSBD Position: Q4 2022 in Review

1834 Investment Advisors sold out of Goldman Sachs BDC (GSBD) in Q4 2022, closing a stake of 17,727 shares — an estimated $256K sold.

1834 Investment Advisors first reported a position in GSBD in Q4 2017 and held it in 18 quarters. The position peaked at $384K in Q2 2021. 210 funds tracked by Wall St. Rank hold GSBD as of Q4 2022.

  • 1834 Investment Advisors reported no remaining Goldman Sachs BDC position as of Q4 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 17,727 Goldman Sachs BDC shares in Q4 2022, an estimated $256K.
  • 1834 Investment Advisors first reported a position in Goldman Sachs BDC in Q4 2017 and held it in 18 quarters.
  • 1834 Investment Advisors's Goldman Sachs BDC position peaked at $384K in Q2 2021.
  • 210 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.