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Bogle Investment Management’s Golub Capital BDC GBDC Stock Holding History

Bogle Investment 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
2020
Q4 		– Sell
-80,827
Closed -$1.07M – 191
2020
Q3 		$1.07M Sell
80,827
-185,855
-70% -$2.32M 0.31% 113
2020
Q2 		$3.11M Buy
+266,682
New +$3M 0.52% 93

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Bogle Investment Management's GBDC Position: Q4 2020 in Review

Bogle Investment Management sold out of Golub Capital BDC (GBDC) in Q4 2020, closing a stake of 80,827 shares — an estimated $1.07M sold.

Bogle Investment Management first reported a position in GBDC in Q2 2020 and held it in 2 quarters. The position peaked at $3.11M in Q2 2020. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2020.

  • Bogle Investment Management reported no remaining Golub Capital BDC position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 80,827 Golub Capital BDC shares in Q4 2020, an estimated $1.07M.
  • Bogle Investment Management first reported a position in Golub Capital BDC in Q2 2020 and held it in 2 quarters.
  • Bogle Investment Management's Golub Capital BDC position peaked at $3.11M in Q2 2020.
  • 185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.