Crewe Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Crewe Advisors’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
2026 Q1	$88.3K	Buy	+9,943	New	+$91.8K	0.01%	314
2025 Q4	–	Sell	-9,943	Closed	-$101K	–	1110
2025 Q3	$101K	Hold	9,943	–	–	0.01%	293
2025 Q2	$112K	Hold	9,943	–	–	0.02%	205
2025 Q1	$116K	Hold	9,943	–	–	0.02%	182
2024 Q4	$120K	Hold	9,943	–	–	0.02%	185
2024 Q3	$137K	Hold	9,943	–	–	0.02%	191
2024 Q2	$149K	Hold	9,943	–	–	0.02%	213
2024 Q1	$149K	Hold	9,943	–	–	0.02%	213
2023 Q4	$146K	Hold	9,943	–	–	0.02%	84
2023 Q3	$145K	Hold	9,943	–	–	0.03%	84
2023 Q2	$138K	Hold	9,943	–	–	0.02%	174
2023 Q1	$136K	Sell	9,943 -5,930	-37%	-$88.5K	0.02%	198
2022 Q4	$218K	Buy	15,873 +1,048	+7%	+$15.7K	0.03%	144
2022 Q3	$214K	Hold	14,825	–	–	0.04%	134
2022 Q2	$249K	Sell	14,825 -1,400	-9%	-$25.8K	0.06%	105
2022 Q1	$318K	Sell	16,225 -3,449	-18%	-$68.2K	0.06%	78
2021 Q4	$377K	Sell	19,674 -2,604	-12%	-$49.4K	0.08%	54
2021 Q3	$409K	Buy	22,278 +11,370	+104%	+$217K	0.1%	40
2021 Q2	$214K	Buy	10,908 +3,991	+58%	+$78.9K	0.05%	69
2021 Q1	$134K	Buy	+6,917	New	+$130K	0.03%	83

Other funds holding GSBD

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return