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Carmichael Hill & Associates’s Goldman Sachs BDC GSBD Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$27.8K Buy
2,020
+350
+21% +$5.09K 0.01% 458
2024
Q2 		$25.1K Hold
1,670
– – 0.01% 448
2024
Q1 		$25K Hold
1,670
– – 0.01% 444
2023
Q4 		$24.5K Hold
1,670
– – 0.01% 446
2023
Q3 		$24.3K Buy
+1,670
New +$24K 0.01% 440

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carmichael Hill & Associates's GSBD Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Goldman Sachs BDC (GSBD) stake by 21% in Q3 2024, buying an estimated $5.09K and bringing the position to 2,020 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #458.

Carmichael Hill & Associates first reported a position in GSBD in Q3 2023 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold GSBD as of Q3 2024.

  • Carmichael Hill & Associates held 2,020 shares of Goldman Sachs BDC worth $27.8K as of Q3 2024.
  • Carmichael Hill & Associates bought 350 Goldman Sachs BDC shares in Q3 2024, an estimated $5.09K.
  • Goldman Sachs BDC made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #458 holding.
  • Carmichael Hill & Associates first reported a position in Goldman Sachs BDC in Q3 2023 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.