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Daniel L. Goodwin’s Goldman Sachs BDC GSBD Stock Holding History

Daniel L. Goodwin’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
2023
Q2 		– Sell
-10,100
Closed -$138K – 92
2023
Q1 		$138K Sell
10,100
-4,550
-31% -$67.9K 0.07% 86
2022
Q4 		$201K Buy
14,650
+1,000
+7% +$15K 0.1% 85
2022
Q3 		$197K Hold
13,650
– – 0.11% 76
2022
Q2 		$229K Buy
13,650
+1,200
+10% +$22.1K 0.13% 78
2022
Q1 		$244K Buy
+12,450
New +$246K 0.11% 80

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

Daniel L. Goodwin's GSBD Position: Q2 2023 in Review

Daniel L. Goodwin sold out of Goldman Sachs BDC (GSBD) in Q2 2023, closing a stake of 10,100 shares — an estimated $138K sold.

Daniel L. Goodwin first reported a position in GSBD in Q1 2022 and held it in 5 quarters. The position peaked at $244K in Q1 2022. 203 funds tracked by Wall St. Rank hold GSBD as of Q2 2023.

  • Daniel L. Goodwin reported no remaining Goldman Sachs BDC position as of Q2 2023 after selling out during the quarter.
  • Daniel L. Goodwin sold 10,100 Goldman Sachs BDC shares in Q2 2023, an estimated $138K.
  • Daniel L. Goodwin first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 5 quarters.
  • Daniel L. Goodwin's Goldman Sachs BDC position peaked at $244K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2023.

Based on Daniel L. Goodwin's 13F filing for Q2 2023, filed 24 Jul 2023.