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Baystate Wealth Management’s Barings BDC BBDC Stock Holding History

Baystate Wealth 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
2023
Q4 		$7.07K Buy
+823
New +$7.32K ﹤0.01% 805

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's BBDC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Barings BDC (BBDC) in Q4 2023: 823 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

203 funds tracked by Wall St. Rank hold BBDC as of Q4 2023.

  • Baystate Wealth Management held 823 shares of Barings BDC worth $7.07K as of Q4 2023.
  • Barings BDC was a new Baystate Wealth Management position in Q4 2023.
  • Barings BDC made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #805 holding.
  • 203 funds tracked by Wall St. Rank held Barings BDC as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.