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Baystate Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Baystate Wealth 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
2023
Q4 		$9.1K Buy
+602
New +$8.86K ﹤0.01% 746

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Golub Capital BDC (GBDC) in Q4 2023: 602 shares worth $9.1K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

260 funds tracked by Wall St. Rank hold GBDC as of Q4 2023.

  • Baystate Wealth Management held 602 shares of Golub Capital BDC worth $9.1K as of Q4 2023.
  • Golub Capital BDC was a new Baystate Wealth Management position in Q4 2023.
  • Golub Capital BDC made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #746 holding.
  • 260 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2023.

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