AIM
BBDC icon

Axiom Investment Management’s Barings BDC BBDC Stock Holding History

Axiom Investment Management’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
2022
Q4 		$105K Sell
12,900
-7,100
-36% -$61.5K 0.27% 63
2022
Q3 		$166K Hold
20,000
– – 0.33% 66
2022
Q2 		$186K Buy
20,000
+10,000
+100% +$101K 0.53% 59
2022
Q1 		$103K Buy
+10,000
New +$107K 0.22% 78

Other funds holding BBDC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Axiom Investment Management's BBDC Position: Q4 2022 in Review

Axiom Investment Management reduced its Barings BDC (BBDC) stake by 36% in Q4 2022, selling an estimated $61.5K and leaving 12,900 shares worth $105K. The position accounts for 0.27% of the portfolio, ranked #63.

Axiom Investment Management first reported a position in BBDC in Q1 2022 and has held it in 4 quarters since. The position peaked at $186K in Q2 2022. 221 funds tracked by Wall St. Rank hold BBDC as of Q4 2022.

  • Axiom Investment Management held 12,900 shares of Barings BDC worth $105K as of Q4 2022.
  • Axiom Investment Management sold 7,100 Barings BDC shares in Q4 2022, an estimated $61.5K.
  • Barings BDC made up 0.27% of Axiom Investment Management's portfolio in Q4 2022, its #63 holding.
  • Axiom Investment Management first reported a position in Barings BDC in Q1 2022 and has held it in 4 quarters since.
  • Axiom Investment Management's Barings BDC position peaked at $186K in Q2 2022.
  • 221 funds tracked by Wall St. Rank held Barings BDC as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.