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Aigen Investment Management’s Golub Capital BDC GBDC Stock Holding History

Aigen Investment Management’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
2024
Q1 		– Sell
-15,869
Closed -$240K – 795
2023
Q4 		$240K Buy
+15,869
New +$233K 0.04% 592
2022
Q3 		– Sell
-14,448
Closed -$187K – 638
2022
Q2 		$187K Buy
+14,448
New +$207K 0.03% 462
2021
Q1 		– Sell
-14,050
Closed -$199K – 718
2020
Q4 		$199K Buy
+14,050
New +$192K 0.03% 683
2020
Q3 		– Sell
-111,871
Closed -$1.3M – 942
2020
Q2 		$1.3M Buy
111,871
+48,980
+78% +$552K 0.17% 183
2020
Q1 		$774K Buy
+62,891
New +$1.03M 0.1% 287

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aigen Investment Management's GBDC Position: Q1 2024 in Review

Aigen Investment Management sold out of Golub Capital BDC (GBDC) in Q1 2024, closing a stake of 15,869 shares — an estimated $240K sold.

Aigen Investment Management first reported a position in GBDC in Q1 2020 and held it in 5 quarters. The position peaked at $1.3M in Q2 2020. 252 funds tracked by Wall St. Rank hold GBDC as of Q1 2024.

  • Aigen Investment Management reported no remaining Golub Capital BDC position as of Q1 2024 after selling out during the quarter.
  • Aigen Investment Management sold 15,869 Golub Capital BDC shares in Q1 2024, an estimated $240K.
  • Aigen Investment Management first reported a position in Golub Capital BDC in Q1 2020 and held it in 5 quarters.
  • Aigen Investment Management's Golub Capital BDC position peaked at $1.3M in Q2 2020.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2024.

Based on Aigen Investment Management's 13F filing for Q1 2024, filed 14 May 2024.