CAL
GBDC icon

Capital Analysts LLC’s Golub Capital BDC GBDC Stock Holding History

Capital Analysts LLC’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
2022
Q4 		– Sell
-761
Closed -$9K – 1098
2022
Q3 		$9K Buy
761
+17
+2% +$231 ﹤0.01% 816
2022
Q2 		$10K Buy
+744
New +$10.7K ﹤0.01% 793
2022
Q1 		– Sell
-1,015
Closed -$16K – 967
2021
Q4 		$16K Buy
1,015
+13
+1% +$201 ﹤0.01% 752
2021
Q3 		$16K Buy
+1,002
New +$15.7K ﹤0.01% 726

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Capital Analysts LLC's GBDC Position: Q4 2022 in Review

Capital Analysts LLC sold out of Golub Capital BDC (GBDC) in Q4 2022, closing a stake of 761 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in GBDC in Q3 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 252 funds tracked by Wall St. Rank hold GBDC as of Q4 2022.

  • Capital Analysts LLC reported no remaining Golub Capital BDC position as of Q4 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 761 Golub Capital BDC shares in Q4 2022, an estimated $9K.
  • Capital Analysts LLC first reported a position in Golub Capital BDC in Q3 2021 and held it in 4 quarters.
  • Capital Analysts LLC's Golub Capital BDC position peaked at $16K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.