AA
BBDC icon

Ancora Advisors’s Barings BDC BBDC Stock Holding History

Ancora Advisors’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$3.92K – 1781
2023
Q2 		$3.92K Hold
500
– – ﹤0.01% 1419
2023
Q1 		$3.97K Hold
500
– – ﹤0.01% 1436
2022
Q4 		$4K Hold
500
– – ﹤0.01% 1490
2022
Q3 		$4K Hold
500
– – ﹤0.01% 1669
2022
Q2 		$5K Buy
+500
New +$5.07K ﹤0.01% 1745
2021
Q3 		– Sell
-2,159
Closed -$23K – 2215
2021
Q2 		$23K Buy
2,159
+40
+2% +$418 ﹤0.01% 1310
2021
Q1 		$21K Buy
2,119
+39
+2% +$371 ﹤0.01% 1284
2020
Q4 		$19K Buy
+2,080
New +$17.7K ﹤0.01% 1075

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ancora Advisors's BBDC Position: Q3 2023 in Review

Ancora Advisors sold out of Barings BDC (BBDC) in Q3 2023, closing a stake of 500 shares — an estimated $3.92K sold.

Ancora Advisors first reported a position in BBDC in Q4 2020 and held it in 8 quarters. The position peaked at $23K in Q2 2021. 209 funds tracked by Wall St. Rank hold BBDC as of Q3 2023.

  • Ancora Advisors reported no remaining Barings BDC position as of Q3 2023 after selling out during the quarter.
  • Ancora Advisors sold 500 Barings BDC shares in Q3 2023, an estimated $3.92K.
  • Ancora Advisors first reported a position in Barings BDC in Q4 2020 and held it in 8 quarters.
  • Ancora Advisors's Barings BDC position peaked at $23K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Barings BDC as of Q3 2023.

Based on Ancora Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.