Bank Julius Baer & Co’s Goldman Sachs BDC GSBD Stock Holding History

Bank Julius Baer & Co’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 Q2	–	Sell	-18,055	Closed	-$354K	–	609
2022 Q1	$354K	Buy	+18,055	New	+$357K	﹤0.01%	370

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank Julius Baer & Co's GSBD Position: Q2 2022 in Review

Bank Julius Baer & Co sold out of Goldman Sachs BDC (GSBD) in Q2 2022, closing a stake of 18,055 shares — an estimated $354K sold.

Bank Julius Baer & Co first reported a position in GSBD in Q1 2022 and held it in 1 quarter. The position peaked at $354K in Q1 2022. 198 funds tracked by Wall St. Rank hold GSBD as of Q2 2022.

Bank Julius Baer & Co reported no remaining Goldman Sachs BDC position as of Q2 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 18,055 Goldman Sachs BDC shares in Q2 2022, an estimated $354K.
Bank Julius Baer & Co first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 1 quarter.
Bank Julius Baer & Co's Goldman Sachs BDC position peaked at $354K in Q1 2022.
198 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2022.

Based on Bank Julius Baer & Co's 13F filing for Q2 2022, filed 22 Jul 2022.